Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betsy? Claim Your ProfileBetsy Costanza is a financial professional registered with GWN Securities Inc. Betsy has been in the financial services industry since 2013. Betsy offers financial planning, market timing services and selection of other advisors as services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
06/06/2022 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IA
Issued 06/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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