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Michael Demetrious Wargo

GWN Securities Inc.

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About Michael Demetrious Wargo

Michael Demetrious Wargo is a financial advisor with GWN Securities Inc. Michael has over 40 years of experience in the financial services industry and is licensed to provide financial advice in multiple states. Michael's firm offers a variety of financial services including financial planning, market timing services, and portfolio management. Michael has a proven track record of success in helping clients reach their financial goals.

Firm Information

Michael Wargo 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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Michael Wargo’s Registration & Firm History

FL

03/29/2007 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

OH

11/02/2006 - 03/27/2007

GWN SECURITIES INC. (WESTLAKE OH)

OH

01/01/2004 - 11/10/2006

MULTI-FINANCIAL SECURITIES CORPORATION (CLEVELAND OH)

OH

03/21/2001 - 01/01/2004

VESTAX SECURITIES CORPORATION (HUDSON OH)

IN

10/01/1997 - 03/21/2001

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

IN

05/28/1996 - 10/01/1997

JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)

MA

05/01/1984 - 04/10/1995

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

04/01/1982 - 01/02/1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

NA

11/25/1977 - 02/28/1984

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY

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Licenses & Designations

BC

Issued 03/04/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

BC

Issued 11/16/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Demetrious Wargo. Review regulatory record here.
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