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Frederick Morris Fegan

GWN Securities Inc.

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About Frederick Morris Fegan

Frederick Morris Fegan is an active investment advisor representative in Ohio with GWN Securities Inc. Frederick has been in the industry since September 10, 2001. Frederick is registered to provide investment advisory services in Georgia, Kentucky, Ohio and Virginia. Frederick is also a registered representative with FINRA and a registered investment advisor representative with the state of Ohio. In addition to investment advisory services, Frederick is a licensed producer for Medicare supplements and insurance and is an owner of YFF Properties, LLC, a real estate investment company.

Firm Information

Frederick Fegan 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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Frederick Fegan’s Registration & Firm History

OH

01/03/2017 - Present

GWN Securities Inc. (CINCINNATI OH)

OH

09/11/2001 - 01/11/2017

AXA ADVISORS, LLC (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 01/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Frederick Morris Fegan. Review regulatory record here.
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