Michelle
Monteleone
Gwn Securities Inc
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About this Advisor
Michelle Monteleone is a financial advisor based in Tucson, Arizona, working with Gwn Securities Inc. Michelle has previously held positions at Retirement Plan Professionals, Sancshoeary Inc, Kld LLC, and Gwn Securities, Inc. Michelle has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Michelle is part of Gwn Securities Inc, which operates out of Tucson, Arizona. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$3,079,617,915
755
62,656
$49,151
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Michelle Monteleone Work History
Gwn Securities, Inc
Retirement Plan Professionals
Kld LLC
Sancshoeary Inc
Disclosures
Please visit the SEC profile of Michelle Monteleone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gwn Securities Inc
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