Megan PalazzoCRD Number: 5310360
Current Firm: Gwn Securities Inc.
Megan Palazzo (CRD# 5310360) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 9 years of experience in the finance industry.
Castle Wealth Management
Castle Wealth Management
Financial Security Services, LLC
|Palazzo Wealth Management LLC||Sandy, UT||Aug 2014 - Current||2|
|Life Insurance||Midvale, UT||Aug 2013 - Current||3|
|Gwn Securities Inc.||Palm Beach Gardens, FL||Nov 2012 - Current||4|
|Legend Equities Corporation||Palm Beach Gardens, FL||Aug 2010 - Nov 2012||2|
|Axa Advisors, LLC||New York, NY||Feb 2008 - Aug 2010||2|
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Jan 2008 - Feb 2008||< 1|
|Fidelity||Salt Lake City, UT||Mar 2007 - Feb 2008||< 1|
|Discover Card||Salt Lake City, UT||Jan 2007 - Mar 2007||< 1|
|Unemployed||Salt Lake City, UT||Dec 2006 - Jan 2007||< 1|
|Chico's||Salt Lake City, UT||Mar 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
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
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