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Steven Phillip Fischer

GWN Securities Inc.

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About Steven Phillip Fischer

Steven Phillip Fischer is a financial professional based in Weston, FL and has been in the industry since March 4, 1988. Steven is currently registered with GWN Securities Inc. Steven has a background in the financial services industry, having previously worked with Cetera Financial Specialists LLC, Hochman & Baker Securities, Inc. and Asset Management Securities Corporation. Steven has passed the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7).

Firm Information

Steven Fischer 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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Steven Fischer’s Registration & Firm History

FL

06/27/2019 - Present

GWN Securities Inc. (WESTON FL)

FL

06/30/2004 - 06/04/2019

CETERA FINANCIAL SPECIALISTS LLC (WESTON FL)

CT

09/13/1996 - 06/30/2004

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

FL

02/10/1988 - 09/10/1996

ASSET MANAGEMENT SECURITIES CORPORATION (BOCA RATON FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Phillip Fischer. Review regulatory record here.
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