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David Joseph Prestopine

GWN Securities Inc.

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About David Joseph Prestopine

David Joseph Prestopine is a financial professional with experience in the securities industry. David Joseph Prestopine is registered with GWN Securities Inc. in Pennsylvania and is licensed to sell securities in Arizona, North Carolina, Ohio, and Pennsylvania. David Joseph Prestopine has passed the Series 63, Series 6TO, and SIE exams. David Joseph Prestopine is currently employed with GWN Securities Inc. in New Castle, PA.

Firm Information

David Prestopine 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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David Prestopine’s Registration & Firm History

PA

02/07/2022 - Present

GWN Securities Inc. (NEW CASTLE PA)

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Licenses & Designations

BC

Issued 05/27/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2022

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

BC

Issued 06/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Joseph Prestopine.
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