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Allan Steven Vera

GWN Securities Inc.

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About Allan Steven Vera

Allan Vera is a registered representative and investment advisor representative with GWN Securities Inc. Allan has been in the securities industry since 2014 and has experience in providing financial planning, market timing services, and portfolio management for individuals and businesses. Allan currently holds the Series 7 and Series 66 licenses. Allan has previously worked for The Investment Center, Inc. and American Portfolios Financial Services, Inc. Allan is also the president of Vera Capital Management, LLC. Allan is also an annuity agent and president of a life insurance and annuity sales company.

Firm Information

Allan Vera 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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Allan Vera’s Registration & Firm History

NJ

06/08/2018 - Present

GWN Securities Inc. (CHESTER NJ)

NJ

06/06/2016 - 06/13/2017

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LEBANON NJ)

NJ

09/17/2015 - 05/16/2016

THE INVESTMENT CENTER, INC. (CLINTON NJ)

NJ

11/21/2014 - 07/24/2015

GWN SECURITIES INC. (Warren NJ)

NJ

05/22/2014 - 12/10/2014

THE INVESTMENT CENTER, INC. (WARREN NJ)

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Licenses & Designations

BOTH

Issued 06/18/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allan Steven Vera.
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