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Fran Marcie Wolfson-keegan

GWN Securities Inc.

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About Fran Marcie Wolfson-keegan

Fran Marcie Wolfson-keegan is a financial advisor with GWN Securities Inc.. Fran has been in the financial industry since 1991 and has a broad range of experience. Fran is registered with FINRA and is a Registered Representative in New York. Fran is also registered with the state of New York as an Investment Advisor Representative. Fran's experience includes a variety of financial products and services, including securities, investment advisory, and insurance products. Fran is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Fran Wolfson-keegan 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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Fran Wolfson-keegan’s Registration & Firm History

NY

03/31/2021 - Present

GWN Securities Inc. (WEST NYACK NY)

NY

11/20/1991 - 12/31/2019

NATIONWIDE SECURITIES, LLC (YONKERS NY)

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Licenses & Designations

BC

Issued 09/17/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fran Marcie Wolfson-keegan.
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