Mary Winch

Employer firm

Stratos Wealth Partners, Ltd CRD 153184

$18.6B regulatory AUM 376 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  Lpl Financial Llc
  Salem, OH
• 12/2012 → Present
  Stratos Wealth Partners, Ltd
  Salem, OH

Previous Registrations

• 2012-07-10 → 2012-12-21
  Osaic Wealth, Inc.
  Salem, OH
• 2007-03-05 → 2012-05-16
  Simply Money Advisors
  Salem, OH

Other Businesses

1. 12/21/2012 - STRATOS WEALTH PARTNERS, LTD./ RIA/ 100%/ SALEM, OR 2. 12/21/2012 - STRATOS WEALTH PARTNERS, LTD/ DBA ONLY/ 100%/ SALEM, OR 3. 12/21/2012 - STRATOS WEALTH PARTNERS, LTD./ SALE OF NON-VARIABLE INSURANCE/ 100%/ SALEM, OR 4. 12/21/2012 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-10
• S63 Uniform Securities Agent State Law Examination
  2002-07-29

Other Names

• Mary W Winch
• Mary Hanna Winch
• Mary W Korff
• Mary Winch Korff
• Mary Winch-Korff