Colin Winkler (CRD# 6366817) is an Investment Advisor Representative working at Stonex Advisors Inc. in Poland, OH and has 1 year of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonex Securities Inc. | Birmingham, AL | Oct 2022 - Current | 1 |
| Stonex Advisors Inc. | Birmingham, AL | Oct 2022 - Current | 1 |
| Stonex Financial Inc. | Birmingham, AL | Jul 2017 - Oct 2022 | 5 |
| Stonex Group Inc. | New York, NY | Jul 2016 - Oct 2022 | 6 |
| Sterne, Agee, And Leach, Inc. | Birmingham, AL | Apr 2017 - Jul 2017 | < 1 |
| Sterne Agee Financial Services, Inc. | Birmingham, AL | Oct 2015 - Apr 2017 | 1 |
| Sterne Agee And Leach, Inc. | Birmingham, AL | Feb 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- AL
- OH
-
Total Assets Under Management3,316MILLIONS
-
Total Number of Accounts14,019ACCOUNTS
-
Average Account Value$236,519
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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