Patrick GeubtnerCRD Number: 1961100
Current Firm: Gwn Securities Inc.
Patrick Geubtner (CRD# 1961100) is an Investment Advisor Representative working at Gwn Securities Inc. in Northfield, NJ and has over 13 years of experience in the finance industry.
Investors Capital Advisory
Ubs Financial Services Inc.
|Gwn Securities Inc.||Palm Beach Gardens, FL||Sep 2013 - Current||3|
|Law Offices Of Patrick Geubtner||Northfield, NJ||Sep 1998 - Current||18|
|Axa Advisors, LLC||New York, NY||May 2003 - Sep 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2004|
|S65||NASAA Investment Advisors Law Examination||Aug 2003|
Total Assets Under Management1,387MILLIONS
Total Number of Accounts21,091ACCOUNTS
Average Account Value$65,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV