Unclaimed
Michelle Flynn is a financial advisor with GWN Securities Inc. Michelle holds the Series 6, Series 63, and SIE licenses, as well as the Uniform Investment Adviser Law Examination (Series 65). Michelle has been in the financial services industry since August 2018. Michelle is registered to provide securities and investment advisory services in Florida, North Carolina, and Pennsylvania. Michelle specializes in financial planning, market timing services, and portfolio management for individuals. GWN Securities Inc. provides financial services to individuals, corporations, and high-net-worth individuals.
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
08/06/2018 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IA
Issued 07/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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