Shateela Monique Winters
Investment adviser representative at Prime Capital Financial
13 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$39.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Prime Capital FinancialFeb 2026 to now
- Edelman Financial EnginesJul 2024 to Feb 2026
- UnemployedApr 2024 to Jul 2024
- Financial Engines Advisors L.L.C.Jan 2022 to Apr 2024
- Lee, Sipe & Associates dba Support CompanyAug 2021 to Dec 2021
- Raymond James Financial ServicesAug 2021 to Dec 2021
- Raymond James Financial Services AdvisorsAug 2021 to Dec 2021
- Facet WealthFeb 2021 to Aug 2021
- Financial Engines Advisors L.L.C.Nov 2018 to Dec 2020
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services LLCAug 2013 to Oct 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, VA).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5526645
- Firm CRD
- 288712