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Andrew Marshall Borgna

GWN Securities Inc.

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About Andrew Marshall Borgna

Andrew Borgna is a financial professional with over 10 years of experience in the industry. Andrew is currently registered with GWN Securities Inc. and has a broad range of experience providing financial advice and services to individuals, corporations, and high-net-worth clients. Andrew is committed to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. In addition to working with GWN Securities Inc., Andrew is also an agent with Asset Wealth Management, providing life insurance and fixed indexed annuities.

Firm Information

Andrew Borgna 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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Andrew Borgna’s Registration & Firm History

FL

05/31/2023 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

NV

06/21/2017 - 07/12/2018

AMERITAS INVESTMENT CORP. (Henderson NV)

NV

09/10/2013 - 06/21/2017

CCF INVESTMENTS, INC. (RENO NV)

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Licenses & Designations

IA

Issued 05/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Marshall Borgna.
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