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Patrick Francis Geubtner

GWN Securities Inc.

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About Patrick Francis Geubtner

Patrick Geubtner is a financial advisor at GWN Securities Inc. with over 20 years of experience in the industry. Patrick has been registered with the state of New Jersey since 2003, offering financial advice and investment management services to both individuals and businesses. Patrick also holds licenses to sell life, disability, and long-term care insurance through multiple carriers. Patrick’s expertise extends beyond traditional investment products and insurance. He has a background in law and operates a separate practice focused on wills and trusts. This diverse set of experiences enables Patrick to provide comprehensive financial advice and guidance to his clients.

Firm Information

Patrick Geubtner 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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Patrick Geubtner’s Registration & Firm History

NJ

09/17/2013 - Present

GWN Securities Inc. (NORTHFIELD NJ)

NJ

06/04/2003 - 09/20/2013

AXA ADVISORS, LLC (TOMS RIVER NJ)

NJ

03/11/2002 - 04/29/2003

L.O. THOMAS & CO. INC. (LINWOOD NJ)

PA

12/15/1992 - 02/10/2000

U S PARTICIPATIONS LTD. (MECHANICSBURG PA)

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Licenses & Designations

BC

Issued 08/09/2004

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/15/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Francis Geubtner.
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