linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph B Ferrara

GWN Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph B Ferrara

Joseph Ferrara is a financial advisor with over 23 years of experience in the industry. Joseph has been registered with GWN Securities Inc. since May 2015. Joseph is also registered as an Investment Advisor Representative with the firm. Joseph has a series 7 and Series 63 license as well as the Series 65 and SIE exams. Joseph specializes in providing financial planning and investment advice to individuals and businesses. Joseph has also worked as a Fixed Index Sales Agent for First Income Advisors, a Life Insurance Sales Agent for Madison Brokerage, and a Financial Professional with ABMM Financial.

Firm Information

Joseph Ferrara 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

In lieu of hourly fee, ia can charge a flat fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Ferrara’s Registration & Firm History

MA

05/20/2015 - Present

GWN Securities Inc. (Winthrop MA)

MA

05/26/1999 - 04/29/2015

AXA ADVISORS, LLC (WINTHROP MA)

NY

06/09/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Joseph B Ferrara is right for you?

Licenses & Designations

IA

Issued 02/07/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph B Ferrara.
Not sure if Joseph B Ferrara is right for you?