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Richard Michael Muccio

GWN Securities Inc.

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About Richard Michael Muccio

Richard Michael Muccio is a registered representative with GWN Securities Inc. located in WESTLAKE, OH. Richard has been in the financial services industry since 1995. Richard has passed the Series 6, Series 7, Series 63, and Series 65 exams. He is a licensed broker in Idaho and Ohio. Richard has experience in selling insurance products and teaching insurance continuing education classes. Richard is a volunteer president for the Northeast Ohio Health Underwriters Association. He is also the Professional Development Chair for the Ohio Association of Health Underwriters and the National Association of Health Underwriters.

Firm Information

Richard Muccio 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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Richard Muccio’s Registration & Firm History

OH

07/18/2016 - Present

GWN Securities Inc. (WESTLAKE OH)

OH

05/21/2007 - 06/09/2016

GWN SECURITIES INC. (WESTLAKE OH)

PA

07/11/2005 - 05/18/2007

FORTUNE FINANCIAL SERVICES, INC. (NEW BRIGHTON PA)

TX

10/25/2004 - 07/11/2005

CULLUM & BURKS SECURITIES, INC. (DALLAS TX)

IA

09/09/2002 - 10/20/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

IL

08/01/2000 - 12/31/2001

PMG SECURITIES CORPORATION (ELGIN IL)

IL

04/14/2000 - 08/01/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

DE

07/06/1998 - 04/13/2000

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

OH

04/01/1997 - 06/26/1998

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

02/09/1993 - 12/05/1995

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 06/17/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/31/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2010

Series 7 - General Securities Representative Examination

BC

Issued 09/14/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Michael Muccio.
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