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Susan R Coriale

GWN Securities Inc.

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About Susan R Coriale

Susan Coriale is a financial advisor with over 30 years of experience in the industry. Susan is currently registered with GWN Securities Inc. and has held prior positions with PMG Securities Corporation, Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Susan holds FINRA Series 6, 22, 63, and 65 registrations as well as the SIE. Susan specializes in providing financial planning, market timing services, and selection of other advisors. She is also registered to provide portfolio management for businesses and individuals.

Firm Information

Susan Coriale 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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Susan Coriale’s Registration & Firm History

HI

07/23/2004 - Present

GWN Securities Inc. (PRINCEVILLE HI)

IL

08/30/1995 - 07/23/2004

PMG SECURITIES CORPORATION (ELGIN IL)

NY

11/08/1983 - 08/25/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

11/08/1983 - 08/25/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/07/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Susan R Coriale. Review regulatory record here.
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