Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwenn? Claim Your ProfileGwenn Stillman is a financial advisor with over 27 years of experience in the financial services industry. Gwenn is currently registered with LPL Financial LLC in Fort Lauderdale, Florida. Gwenn has previously worked with MML Investors Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Welcome Life Securities, LLC, State Farm VP Management Corp., Mutual Service Corporation, Raymond James & Associates, Inc., and Smith Barney Inc. Gwenn holds the Series 7, Series 63, and SIE licenses. Gwenn specializes in a wide range of financial services, including investment management, financial planning, and retirement planning. Gwenn has a strong commitment to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/30/2023 - Present
LPL Financial LLC (FT LAUDERDALE FL)
FL
02/18/2011 - 11/01/2023
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
FL
09/11/2010 - 11/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
05/19/2008 - 07/08/2010
WELCOME LIFE SECURITIES, LLC (BOCA RATON FL)
FL
04/13/2004 - 05/25/2007
STATE FARM VP MANAGEMENT CORP. (CORAL SPRINGS FL)
MA
09/30/2003 - 02/04/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
09/15/1999 - 01/30/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
05/09/1996 - 08/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/28/1993 - 01/16/1996
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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