Unclaimed Profile

Mario John Monteiro

GWN SECURITIES INC.·PALM BEACH GARDENS, Florida

Series 28, Series 99Clean recordGWN SECURITIES INC.

11440 NORTH JOG ROAD, PALM BEACH GARDENS, FL 33418-3764CRD# 2082350Firm CRD# 128929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mario John Monteiro · PALM BEACH GARDENS, FL

Registration

CRD #2082350 · GWN SECURITIES INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mario John Monteiro is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with GWN SECURITIES INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GWN SECURITIES INC.

AUM

$3.1B

Regulatory assets under management

Employees

755

Total firm employees

View all advisors at GWN SECURITIES INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other advisory services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE

Regulatory

SEC/IARD CRD# 2082350

Firm CRD# 128929

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mario John Monteiro offer?

Mario John Monteiro specializes in Financial Planning, Investment Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Mario John Monteiro's credentials?

Mario John Monteiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mario John Monteiro located?

Mario John Monteiro is based in PALM BEACH GARDENS, Florida, working with GWN SECURITIES INC.. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Mario John Monteiro charge for services?

Mario John Monteiro's firm is compensated through percentage of aum, hourly charges, subscription fees, other: in lieu of hourly fee, ia can charge a flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GWN SECURITIES INC.?

GWN SECURITIES INC. has approximately 755 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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