Digna Feliciano (CRD# 4481578) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 16 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
- FL
-
Total Assets Under Management1,532MILLIONS
-
Total Number of Accounts17,725ACCOUNTS
-
Average Account Value$86,451
- 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
WY
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