Unclaimed
Samuel Alfred is a registered representative of GWN Securities Inc., a firm with offices in Altamonte Springs, FL. Samuel Alfred is a licensed representative who has passed the Series 6TO and SIE exams. Samuel Alfred has been in the industry since June 2022. GWN Securities Inc. is a Florida based firm serving clients in the State of Florida, with offices in Altamonte Springs, FL and Palm Beach Gardens, FL. GWN Securities Inc. provides a range of advisory services, including financial planning, portfolio management, and market timing services.
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
06/17/2022 - Present
GWN Securities Inc. (ALTAMONTE SPRINGS FL)
BC
Issued 06/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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