Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warner? Claim Your ProfileWarner Lee Millson is a financial professional registered in Virginia and Pennsylvania. Warner has been in the financial services industry since 2018 and is currently affiliated with GWN Securities Inc., a firm with offices in Bedford, Virginia and Palm Beach Gardens, Florida. Warner holds Series 6 and 63 securities licenses as well as the SIE exam. Warner specializes in Financial Planning, Market Timing Services, and Portfolio Management for Individuals.
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
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2
VA
06/12/2019 - Present
GWN Securities Inc. (BEDFORD VA)
VA
07/25/2017 - 12/31/2018
BANKERS LIFE SECURITIES, INC. (FREDERICKSBURG VA)
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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