Amy E Winchester

Employer firm

Winchester Capital Services, LLC CRD 313690

$19.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 09/2012 → 11/2020
  Gulf Coast Bank & Trust Company
  New Orleans, LA
• 12/2009 → Present
  Winchester Capital Services, Llc
  Kenner, LA
• 07/2014 → 12/2019
  Lpl Financial Llc
  Metairie, LA
• 03/2021 → Present
  Winchester Capital Services, Llc
  Kenner, LA
• 10/2012 → Present
  Winchester Capital Services, Llc
  Kenner, LA

Previous Registrations

• 2014-12-01 → 2019-12-05
  Lpl Financial Llc
  Metairie, LA
• 2007-04-03 → 2009-04-16
  Morgan Keegan & Company, Llc
  New Orleans, LA
• 2006-08-31 → 2007-04-04
  Ameriprise Financial Services, Llc
  Alpharetta, GA
  Baton Rouge, LA
  Baton Rouge, LA
  Atlanta, GA
  Baton Rouge, LA

Other Businesses

1) 8/29/2018 - Second Saturday Divorce Workshops - Not Investment Related - I will be planning these workshops in my office and presenting throughout the NOLA market area. - Other-Workshop Presentations - Start Date:08/31/2018 - 10 Hours Per Month/10 Hours During Trading. 2)I have several bookkeeping clients. I charge $25/hr.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-09

Designations

• Certified Financial Planner

Other Names

• Amy Winchester Rivera
• Amy Winchester Rivera
• Amy W Rivera