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Daniel Phillip Solomon

GWN Securities Inc.

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About Daniel Phillip Solomon

Daniel Solomon is a financial professional who has been active in the industry since June 12, 2020. Daniel is currently registered with GWN Securities Inc. Daniel's primary office is located in Palm Beach Gardens, FL. Daniel also has a branch office located in Iselin, NJ. Daniel previously worked at J.P. MORGAN SECURITIES LLC, which is located in Ridgewood, NJ. Daniel has passed the Series 66, Series 7TO and SIE exams. Daniel has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Daniel specializes in financial planning, market timing services, and selection of other advisors.

Firm Information

Daniel Solomon 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 Solomon’s Registration & Firm History

FL

04/08/2024 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

NJ

10/29/2019 - 08/23/2023

J.P. MORGAN SECURITIES LLC (RIDGEWOOD NJ)

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Licenses & Designations

BOTH

Issued 12/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Phillip Solomon. Review regulatory record here.
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