linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David William Stagemeyer

GWN Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David William Stagemeyer

David William Stagemeyer is a financial advisor registered with GWN Securities Inc. based in Hampton, VA. David has been in the financial industry for over 25 years and has held previous roles at AMERITAS INVESTMENT CORP., CCF INVESTMENTS, INC., and THE LEADERS GROUP, INC. David has passed the Series 6, SIE, and Series 63 exams. David specializes in financial planning and portfolio management for both individuals and businesses. David is also able to offer market timing services and selection of other advisors.

Firm Information

David Stagemeyer 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

In lieu of hourly fee, ia can charge a flat fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Stagemeyer’s Registration & Firm History

VA

06/26/2018 - Present

GWN Securities Inc. (HAMPTON VA)

VA

06/21/2017 - 07/12/2018

AMERITAS INVESTMENT CORP. (HAMPTON VA)

VA

01/05/2006 - 06/21/2017

CCF INVESTMENTS, INC. (HAMPTON VA)

CO

11/21/2001 - 12/31/2005

THE LEADERS GROUP, INC. (LITTLETON CO)

CO

03/08/2000 - 11/07/2001

THE LEADERS GROUP, INC. (LITTLETON CO)

GA

09/05/1995 - 02/25/2000

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if David William Stagemeyer is right for you?

Licenses & Designations

BC

Issued 01/23/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David William Stagemeyer.
Not sure if David William Stagemeyer is right for you?