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Laura Jeanette Bornheimer

GWN Securities Inc.

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About Laura Jeanette Bornheimer

Laura Jeanette Bornheimer is a registered investment advisor representative with GWN Securities Inc. in Palm Beach Gardens, Florida. Laura has been in the securities industry since September 18, 1989. Laura holds the Series 4, 6, 7, 14, 24, 26, 65, 66, 99TO, and SIE licenses and is registered in 30 states. Previously, Laura has worked at PMG Securities Corporation, Legend Investment Management Inc., Joseph Roberts & Co., Inc., Legend Equities Corporation, and Legend Capital Corporation. Laura has experience in a number of areas including Financial Planning, market timing services, and selection of other advisers.

Firm Information

Laura Bornheimer 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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Laura Bornheimer’s Registration & Firm History

FL

04/21/2004 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

IL

05/01/1996 - 04/02/2004

PMG SECURITIES CORPORATION (ELGIN IL)

FL

09/17/1992 - 04/18/1996

LEGEND INVESTMENT MANAGEMENT INC. (PALM BEACH GARDENS FL)

FL

02/08/1996 - 04/08/1996

JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)

FL

01/01/1994 - 01/19/1996

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

FL

09/07/1989 - 01/01/1994

LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)

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Licenses & Designations

IA

Issued 01/09/1997

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/17/1996

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/29/2008

Series 4 - Registered Options Principal Examination

BC

Issued 01/25/1991

Series 24 - General Securities Principal Examination

BC

Issued 04/30/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1990

Series 7 - General Securities Representative Examination

BC

Issued 08/11/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Jeanette Bornheimer.
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