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Eugene James Donohue

GWN Securities Inc.

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About Eugene James Donohue

Eugene Donohue is a financial advisor with over 25 years of experience in the financial services industry. Eugene is currently registered with GWN Securities Inc., where Eugene provides financial planning, market timing services, and portfolio management for individuals. Prior to joining GWN Securities Inc., Eugene was with ALLSTATE FINANCIAL SERVICES, LLC, PMG SECURITIES CORPORATION, G. R. PHELPS & CO., INC., NATHAN & LEWIS SECURITIES, INC., and MACPEG, ROSS, O'CONNELL & GOLDABER, INC.. Eugene holds a Series 6, Series 63, and SIE licenses and specializes in providing financial advice to individual clients. Eugene also provides rental property services.

Firm Information

Eugene Donohue 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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Eugene Donohue’s Registration & Firm History

FL

03/31/2021 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

NY

04/09/2007 - 11/21/2007

ALLSTATE FINANCIAL SERVICES, LLC (PORT JEFFERSON NY)

IL

01/31/1994 - 05/24/1995

PMG SECURITIES CORPORATION (ELGIN IL)

NA

01/09/1984 - 04/27/1995

G. R. PHELPS & CO., INC.

NY

04/26/1984 - 12/31/1993

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

NA

05/26/1987 - 03/08/1988

MACPEG, ROSS, O'CONNELL & GOLDABER, INC.

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Licenses & Designations

BC

Issued 04/24/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eugene James Donohue. Review regulatory record here.
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