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Alan Jay Mendlowitz

GWN Securities Inc.

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About Alan Jay Mendlowitz

Alan Mendlowitz is a registered representative with GWN Securities Inc. and has been in the industry since September 14, 2012. Alan holds a Series 6, Series 7 and Series 66 licenses, as well as a Series 63 license. Alan also holds a SIE license. Alan is registered in New Jersey, New York and Pennsylvania. Alan is affiliated with GWN Securities Inc. where Alan has been since January 10, 2017. Alan was previously employed by PRUCO SECURITIES, LLC. and METLIFE SECURITIES INC. Alan's previous roles have included working as a broker. Alan provides financial planning and market timing services.

Firm Information

Alan Mendlowitz is currently registered with GWN Securities Inc.. GWN Securities Inc., formed in May 1999, is a Florida-based corporation offering a range of investment advisory services to individuals, corporations, and high-net-worth clients. The firm manages over $3 billion in assets, serving over 32,000 clients across the United States. GWN Securities specializes in financial planning, market timing services, and portfolio management for individuals and corporations.
GWN Securities Inc.

11440 NORTH JOG ROAD

PALM BEACH GARDENS, FL 33418-3764

$3.08B

Assets Under Management

88

Total Clients

583

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

In lieu of hourly fee, ia can charge a flat fee

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Alan Mendlowitz’s Registration & Firm History

FL

01/10/2017 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

NJ

02/13/2014 - 01/09/2017

PRUCO SECURITIES, LLC. (PARAMUS NJ)

NY

08/13/2012 - 01/10/2014

METLIFE SECURITIES INC. (STATEN ISLAND NY)

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Licenses & Designations

BOTH

Issued 01/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/08/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Jay Mendlowitz.
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