Godwin C. Okolie
Professional summary
Godwin Chinedu Okolie, who also goes by Godwin C Okolie, Godwin Okolie, is a registered financial advisor currently at WINTRICE MONEY ADVISORS, LLC located in West Palm Beach, Florida.
Godwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Godwin has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Godwin Chinedu Okolie's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 27, 2009 - Present
WINTRICE MONEY ADVISORS, LLC
September 29, 2008 - April 16, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 11, 2008 - April 16, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 8, 2004 - January 7, 2008
PRUCO SECURITIES, LLC.
January 17, 2002 - May 30, 2002
EQUITABLE ADVISORS, LLC
January 27, 1999 - May 4, 2001
IDS LIFE INSURANCE COMPANY
January 27, 1999 - May 4, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
August 15, 1994 - December 31, 1994
ADVANTAGE CAPITAL CORPORATION
October 18, 1993 - August 15, 1994
TOWER SQUARE SECURITIES, INC.
February 3, 1993 - September 2, 1993
METROPOLITAN LIFE INSURANCE COMPANY
February 3, 1993 - September 2, 1993
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/29/2017)
Exams
Current Firm
WINTRICE MONEY ADVISORS, LLC
CRD#: 151272 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 2,141,705 |
Red Flags
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