Unclaimed
Sanford Warmund is an investment advisor representative with GWN Securities Inc. and has been in the industry since 1986. Sanford has a strong background in providing investment advice and financial planning services to individuals and corporations. Sanford is also a 49% owner of Reliant Financial Services, a financial services marketing company. Sanford is registered with the state of Missouri as an investment advisor representative. The advisor representative has experience in a variety of investment products and services, including variable contracts, mutual funds, and life insurance. Sanford is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
04/01/2010 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MO
02/19/1995 - 04/06/2010
LINCOLN INVESTMENT (KANSAS CITY MO)
MA
07/02/1991 - 01/04/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/02/1991 - 01/04/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NE
09/23/1989 - 12/18/1990
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
NJ
02/11/1986 - 09/21/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 02/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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