linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Trevor Michael Nelson

GWN Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Trevor? Claim Your Profile

About Trevor Michael Nelson

Trevor Michael Nelson is an investment advisor representative at GWN Securities Inc. Trevor has been in the industry for 2 years. Trevor is also the owner of CORE FINANCIAL GROUP, LLC. Trevor's experience includes offering a wide range of financial services, including investment advice and financial coaching. Trevor is also an insurance agent with Northwestern Agency and owns Coulter Mall, LLC. Trevor holds a Series 63 and 65 licenses. Trevor has also passed the SIE and Series 6TO exams. Trevor specializes in investment advice, retirement planning, and college savings. Trevor has a strong commitment to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Trevor Nelson 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

In lieu of hourly fee, ia can charge a flat fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Trevor Nelson’s Registration & Firm History

FL

07/28/2023 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

WY

04/14/2021 - 07/31/2023

CORECAP INVESTMENTS, LLC (Powell WY)

Not sure if Trevor Michael Nelson is right for you?

Licenses & Designations

IA

Issued 06/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/2021

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

BC

Issued 02/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Michael Nelson.
Not sure if Trevor Michael Nelson is right for you?