Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Trela is a registered representative with GWN Securities Inc. in Palm Beach Gardens, Florida. David has been in the securities industry since 1987 and has experience in providing financial planning, market timing services and selection of other advisors. David has also held previous positions with other firms including Securities America, Inc., Brecek & Young Advisors, Inc., Donahue Securities, Inc., ProEquities, Inc., New England Securities, AMEV Investors, Inc. and Washington National Equity Company. David is licensed to provide investment advice in Florida, Michigan, and Ohio.
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
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2
FL
04/21/2011 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MI
01/23/2009 - 12/16/2010
SECURITIES AMERICA, INC. (BERKLEY MI)
MI
03/14/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (BERKLEY MI)
OH
06/27/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
AL
03/01/1991 - 06/30/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
03/05/1990 - 05/02/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
11/21/1989 - 02/21/1990
AMEV INVESTORS, INC. (OAKDALE MN)
IL
07/17/1987 - 11/27/1989
WASHINGTON NATIONAL EQUITY COMPANY (EVANSTON IL)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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