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Derris David Werstler

GWN Securities Inc.

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About Derris David Werstler

Derris Werstler is a financial professional with experience in the financial services industry. Derris is currently registered with GWN Securities Inc. and has been in the industry since 2021. Derris has passed the Series 7TO, SIE, and Series 66 exams. In addition to working with GWN Securities Inc., Derris has also been involved with Park Avenue Securities LLC. Derris has held various roles in the industry, including registered representative and board member of the CSR Children's Foundation. Derris specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

Derris Werstler 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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Derris Werstler’s Registration & Firm History

FL

08/26/2024 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

CA

07/09/2022 - 07/05/2023

PARK AVENUE SECURITIES LLC (Irvine CA)

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Licenses & Designations

BOTH

Issued 08/26/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derris David Werstler.
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