Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Neitzel is an investment advisor representative with GWN Securities Inc. Carl has been in the industry since 1998 and is registered with the state of Florida. Carl has a diverse range of experience and holds the Series 6, 7, 26, 53, 63, and 65 licenses. Carl has been with GWN Securities Inc. since 2004. GWN Securities Inc. is a full-service investment firm that provides a range of services to individual and institutional clients. The firm is headquartered in Palm Beach Gardens, Florida and has offices in several other states. The firm specializes in providing financial planning, portfolio management, and market timing 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
12/02/2004 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
11/19/2003 - 03/09/2004
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IL
07/07/1998 - 10/01/2003
PMG SECURITIES CORPORATION (ELGIN IL)
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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