Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Digna? Claim Your ProfileDigna Feliciano has been in the financial industry since 2002 and is currently registered with GWN Securities Inc. in Palm Beach Gardens, Florida. Digna has experience working with J.P. Morgan Securities LLC, Chase Investment Services Corp., LPL Financial Corporation, Primevest Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC and Morgan Stanley DW Inc. Digna specializes in Financial Planning, Market Timing Services and Portfolio Management for Individuals.
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
07/07/2015 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
10/01/2012 - 07/07/2015
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
08/20/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
01/15/2010 - 07/26/2010
LPL FINANCIAL CORPORATION (TAMPA FL)
FL
04/01/2008 - 01/20/2010
PRIMEVEST FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
01/30/2007 - 03/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
06/17/2003 - 01/11/2007
AXA ADVISORS, LLC (TAMPA FL)
NY
01/18/2002 - 12/13/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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