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Bruce Weinstock

GWN Securities Inc.

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About Bruce Weinstock

Bruce Weinstock is a financial professional with over 40 years of experience in the financial services industry. Bruce has a Series 63, Series 6TO and Series 1 license. Bruce is currently registered with GWN Securities Inc. in Pennsylvania. Bruce has been with GWN Securities Inc. since March 10, 2004. Bruce has been licensed and active in the financial services industry since September 21, 1976.

Firm Information

Bruce Weinstock 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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Bruce Weinstock’s Registration & Firm History

PA

03/10/2004 - Present

GWN Securities Inc. (WAYNE PA)

FL

01/02/2004 - 03/11/2004

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

IL

07/12/2001 - 12/31/2003

PMG SECURITIES CORPORATION (ELGIN IL)

AZ

01/31/1997 - 07/16/2001

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

GA

07/24/1992 - 01/31/1997

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

IL

11/30/1984 - 07/29/1992

PEB FINANCIAL GROUP, INC. (CHICAGO IL)

NA

09/21/1976 - 02/05/1986

INA SECURITY CORPORATION

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Licenses & Designations

BC

Issued 12/03/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Weinstock.
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