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Dennis Joseph Martin

GWN Securities Inc.

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About Dennis Joseph Martin

Dennis Joseph Martin is a financial professional with over 20 years of experience in the financial services industry. Dennis currently works at GWN Securities Inc. and has a strong background in life and health insurance. Dennis has worked with MML Investors Services, LLC, MSI Financial Services, Inc., and CitiStreet Equities LLC. Dennis is registered in several states and holds Series 63, 65, 7 and SIE licenses.

Firm Information

Dennis Martin 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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Dennis Martin’s Registration & Firm History

FL

03/31/2021 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

NY

03/25/2017 - 08/31/2018

MML INVESTORS SERVICES, LLC (HAUPPAUGE NY)

NY

12/02/2005 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)

NY

12/02/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (JERICHO NY)

NJ

11/07/2000 - 12/31/2005

CITISTREET EQUITIES LLC (SOMERSET NJ)

NJ

01/20/1998 - 08/27/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 02/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dennis Joseph Martin.
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