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William Charles Ross

GWN Securities Inc.

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About William Charles Ross

William Charles Ross is a financial advisor with over 40 years of experience in the industry. William Ross is currently registered with GWN Securities Inc. and holds Series 7, Series 63, Series 24 and SIE licenses. William Ross has previously worked with Signator Investors, Inc., MML Investors Services, Inc., and G. R. Phelps & Co., Inc. William Ross provides financial planning, market timing services and portfolio management for individuals.

Firm Information

William Ross 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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William Ross’s Registration & Firm History

NY

03/16/2009 - Present

GWN Securities Inc. (ALBANY NY)

NY

11/09/2004 - 03/20/2009

SIGNATOR INVESTORS, INC. (ALBANY NY)

MA

03/01/1996 - 08/14/2004

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

09/14/1976 - 03/01/1996

G. R. PHELPS & CO., INC.

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Licenses & Designations

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1998

Series 7 - General Securities Representative Examination

BC

Issued 09/08/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Charles Ross. Review regulatory record here.
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