Unclaimed
Lianet Gonzalez duardo is a registered representative with GWN Securities Inc. based in Palm Beach Gardens, Florida. Lianet joined the industry in 2020 and holds licenses for Series 6, 7, 26 and the SIE. Lianet specializes in working with individuals, high net worth individuals and corporations to develop customized financial strategies.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
05/29/2020 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
BC
Issued 10/26/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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