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Maria Luisa Lissarrague

GWN Securities Inc.

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About Maria Luisa Lissarrague

Maria Luisa Lissarrague is an active Registered Representative at GWN Securities Inc. located in Miami, FL. Maria has been in the financial services industry since 2009. Maria has previously been employed at MML Investors Services, LLC, New England Securities, PRUCO Securities, LLC. and Ameriprise Financial Services, Inc. Maria is licensed in Florida. Maria is also licensed to sell securities and provide investment advice through GWN Securities Inc..

Firm Information

Maria Lissarrague 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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Maria Lissarrague’s Registration & Firm History

FL

05/08/2019 - Present

GWN Securities Inc. (MIAMI FL)

FL

08/28/2013 - 02/22/2019

MML INVESTORS SERVICES, LLC (CORAL GABLES FL)

FL

10/28/2009 - 06/27/2012

NEW ENGLAND SECURITIES (MIAMI FL)

FL

07/17/2008 - 09/21/2009

PRUCO SECURITIES, LLC. (CORAL GABLES FL)

FL

04/16/2008 - 06/04/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Maria Luisa Lissarrague. Review regulatory record here.
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