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Simona Taurosevicius

GWN Securities Inc.

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About Simona Taurosevicius

Simona Taurosevicius is a financial advisor registered with GWN Securities Inc. with over 7 years of experience in the financial industry. Simona is based in PALM BEACH GARDENS, FL and has passed several exams required for financial advisors. Simona's past experience includes working with Maxim Group LLC and American Portfolios Financial Services, Inc.

Firm Information

Simona Taurosevicius 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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Simona Taurosevicius’s Registration & Firm History

FL

07/09/2019 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

NY

03/29/2016 - 07/08/2019

MAXIM GROUP LLC (NEW YORK NY)

NY

02/27/2013 - 04/20/2015

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)

NY

07/09/2012 - 02/20/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOHEMIA NY)

NY

02/09/2012 - 07/10/2012

MAXIM GROUP LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/31/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Simona Taurosevicius.
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