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Ralph Stanley Wendell

GWN Securities Inc.

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About Ralph Stanley Wendell

Ralph Stanley Wendell is a registered investment advisor representative with GWN Securities Inc. based in Bridgeton, NJ. Ralph has been in the securities industry since February 21, 1986. Ralph has passed the Series 7 and Series 63 exams. Ralph is currently registered in 23 states and has been with GWN Securities Inc. since May 17, 2004. Prior to GWN Securities Inc., Ralph was registered with PMG Securities Corporation, Washington Square Securities, Inc., and Royal Alliance Associates, Inc. Ralph is also the owner of Wendell Financial Services.

Firm Information

Ralph Wendell 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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Ralph Wendell’s Registration & Firm History

NJ

05/17/2004 - Present

GWN Securities Inc. (BRIDGETON NJ)

IL

11/11/2002 - 05/17/2004

PMG SECURITIES CORPORATION (ELGIN IL)

CT

05/05/1998 - 11/08/2002

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

AZ

11/19/1989 - 05/05/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

02/20/1986 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

IA

Issued 08/07/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ralph Stanley Wendell.
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