Digna Feliciano (CRD# 4481578) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.
CRD# 5548317
Davis Private Wealth, LLC
Score
103
CRD# 2417412
Castle Wealth Management
Score
103
CRD# 1154531
Financial Security Services, LLC
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens, FL | Jul 2015 - Current | 2 |
| J.p. Morgan Securities LLC | Homestead, FL | Oct 2012 - Jul 2015 | 2 |
| Delta Tau Lambda Sorority Inc. | Ann Arbor, MI | Aug 2006 - Nov 2014 | 8 |
| Tuffy Transport Inc. | Homestead, FL | Jul 2013 - Jan 2014 | < 1 |
| Chase Investment Services Corp | Homestead, FL | Jul 2010 - Oct 2012 | 2 |
| Lpl Financial | Charlotte, NC | Jan 2010 - Jun 2010 | < 1 |
| Bankatlantic | Tampa, FL | Mar 2008 - Jun 2010 | 2 |
| Primevest Financial Services, Inc. | St. Cloud, MN | Apr 2008 - Jan 2010 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Tampa, FL | Jan 2007 - Mar 2008 | 1 |
| Axa Advisors | Tampa, FL | May 2003 - Jan 2007 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
- FL
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Total Assets Under Management1,387MILLIONS
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Total Number of Accounts21,091ACCOUNTS
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Average Account Value$65,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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