Digna Feliciano, financial advisor Palm Beach Gardens FL
93 score

Digna Feliciano

CRD Number: 4481578
Current Firm: Gwn Securities Inc.

Digna Feliciano (CRD# 4481578) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Jul 2015 - Current 1
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
Contact Info for Digna E. Feliciano
Phone Number: 561-472-2700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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