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David Winekoff - Ameriprise Financial Services, Inc.
Chicago, Cook

Financing specialist
 : 
David Winekoff - Ameriprise Financial Services, Inc.

Chicago, Cook

Prices

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About David Winekoff - Ameriprise Financial Services, Inc.
Professional experience
David Winekoff CFP, MS, CRPC, APMA in Chicago, IL I'm proud to announce that David Winekoff has been named to the prestigious Ameriprise Circle of Success, a distinction reserved for the firm's top advisors. With his extensive qualifications and expertise, David is dedicated to providing exceptional financial advice and personalized solutions to clients in Chicago, IL. David holds the designations of Certified Financial Planner™ (CFP®), a globally recognized certification for financial planning professionals. This designation signifies David's commitment to upholding the highest ethical standards and delivering comprehensive financial planning services. In addition to his CFP® designation, David also holds a Master of Science (MS) degree, which further enhances his knowledge and understanding of complex financial concepts. This advanced degree allows David to offer his clients a deep understanding of financial strategies and the ability to tailor them to meet individual goals. David is also a Chartered Retirement Planning Counselor™ (CRPC®), demonstrating his specialized expertise in retirement planning. With this designation, David is equipped to guide clients through the intricate process of preparing for their retirement years, helping them make informed decisions and create solid retirement income strategies. Furthermore, David is an Accredited Portfolio Management Advisor™ (APMA®), signifying his proficiency in managing investment portfolios and constructing diversified portfolios tailored to clients' unique goals and risk tolerance. As a Private Wealth Advisor and Managing Director at Ameriprise Financial Services, David brings over XX years of experience to his practice. His dedication to ensuring his clients' financial success is evident in his commitment to ongoing professional development. He regularly participates in industry conferences, seminars, and training sessions to stay up-to-date with the latest financial trends and strategies. David's expertise, professionalism, and personalized approach have earned him a reputation as a trusted advisor within the Chicago community. He is passionate about helping clients achieve their financial goals, whether it's retirement planning, investment management, or comprehensive estate planning. If you're seeking personal financial advice tailored to your specific needs and goals, David Winekoff is here to help. Contact him today to schedule a consultation and take the first step towards achieving financial success.

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Location

Chicago, Cook (60606)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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