TradeWinds Wealth Management

www.tradewindswm.com

Over the years we have developed extensive experience serving the needs of federal employees, including military personnel and individuals working for federal agencies and government entities. We provide benefits reporting and know how to help with all the ins and outs of specialized benefits and plans from pension and survivor benefits to group life and long-term care insurance. Talk with us about group educational opportunities and details on the services we provide. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section. Investment Advice offered through Financial Advocates Investment Management, a registered investment advisor, DBA TradeWinds Wealth Management, and a separate entity from LPL Financial Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit http://www.tradewindswm.com

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Over the years we have developed extensive experience serving the needs of federal employees, including military personnel and individuals working for federal agencies and government entities. We provide benefits reporting and know how to help with all the ins and outs of specialized benefits and plans from pension and survivor benefits to group life and long-term care insurance. Talk with us about group educational opportunities and details on the services we provide. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section. Investment Advice offered through Financial Advocates Investment Management, a registered investment advisor, DBA TradeWinds Wealth Management, and a separate entity from LPL Financial Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit http://www.tradewindswm.com

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Country

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State

Oregon

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City (Headquarters)

Portland

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Employees

1-10

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Potential Decision Makers

  • Operations Director and Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

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