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Daniel James Otto

GWN Securities Inc.

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About Daniel James Otto

Daniel James Otto is an active investment advisor representative with GWN Securities Inc. based in Palm Beach Gardens, FL. Daniel has been working in the financial services industry since 2008. Daniel James Otto holds a Series 66, Series 31, and Series 7 license. Daniel is also a Certified Financial Planner. Daniel has experience working with individuals, corporations, and high-net-worth individuals. Daniel James Otto specializes in financial planning, market timing services, and selection of other advisers.

Firm Information

Daniel Otto 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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Daniel Otto’s Registration & Firm History

FL

01/11/2010 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

PA

08/18/2008 - 08/24/2009

RAYMOND JAMES & ASSOCIATES, INC. (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 09/05/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 08/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel James Otto.
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