Winslow J. Furber
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Winslow J. Furber was a registered financial professional .
Winslow is a previously registered financial professional and started their career in finance in 2000. Winslow had worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 12, 2011 - December 17, 2012
PLAN. BE. FINANCIAL, LLC
April 23, 2008 - March 17, 2011
MATRIX CAPITAL GROUP, INC.
August 2, 2007 - April 8, 2008
LPL FINANCIAL LLC
August 2, 2007 - April 8, 2008
LPL FINANCIAL LLC
May 4, 2006 - April 2, 2008
NORTHEAST PLANNING ASSOCIATES, INC.
May 1, 2006 - December 31, 2007
MUTUAL SERVICE CORPORATION
April 19, 2002 - May 3, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 25, 2000 - May 3, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
PLAN. BE. FINANCIAL, LLC
CRD#: 153168 / SEC#:
Contact information
Red Flags
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