linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alison Nicole Stine

GWN Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alison? Claim Your Profile

About Alison Nicole Stine

Alison Nicole Stine is a financial professional with over six years of experience in the financial services industry. Alison has a Series 63, 66, and 7 licenses, as well as a Series 24. Alison is also a Certified Financial Planner and is a member of the Boys & Girls Clubs of Greater Scottsdale Associate Board. Alison works with individuals and families to help them achieve their financial goals. Alison's experience at Equitable Advisors, LLC and currently at GWN Securities Inc. gives her a broad range of knowledge and skills to help clients with a variety of financial needs, including retirement planning, investment management, and insurance.

Firm Information

Alison Stine 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alison Stine’s Registration & Firm History

AZ

11/24/2020 - Present

GWN Securities Inc. (SCOTTSDALE AZ)

AZ

07/14/2014 - 10/20/2020

EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)

Not sure if Alison Nicole Stine is right for you?

Licenses & Designations

BOTH

Issued 09/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Alison Nicole Stine. Review regulatory record here.
Not sure if Alison Nicole Stine is right for you?