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Samuel Alfred

GWN Securities Inc.

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About Samuel Alfred

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.

Firm Information

Samuel Alfred 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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Samuel Alfred’s Registration & Firm History

FL

06/17/2022 - Present

GWN Securities Inc. (ALTAMONTE SPRINGS FL)

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Licenses & Designations

BC

Issued 06/17/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Samuel Alfred. Review regulatory record here.
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