Joseph Paul Mezatis

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 06/2017
  Ccf Investments, Inc
  Greensboro, GA
• 06/2017 → 06/2018
  Ameritas Investment Corp.
  Lincoln, NE
• 06/2016 → Present
  Hope Financial Solutions, Llc
  Henderson, NV
• 01/2000 → 06/2018
  Capital Choice Financial Services
  Greensboro, GA
• 06/2018 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

Hope Financial Solutions, LLC; DBA; same as branch; inv rel; allows a separation of my personal finances from the business, work with clients solving their financial goals and dreams through the products we are authorized to sell -life insurance, fixed and indexed annuities, variable annuities and mutual fund investments; Owner/Managing Member; start date=06/2016; hrs/mo=160; trading hrs/mo=160 NEW DIRECTIONS FINANCIAL GROUP POSITION: CFO NATURE: Insurance ADDRESS: 2021 Cunningham Dr., STE 210, Hampton VA 23666, United States DESCRIPTION: CFO and 20% owner. A company providing three Field Marketing Organizations/Insurance Marketing Organizations to choose from for Fixed/Index, Immediate, and Deferred Index Annuities, Long term Care Traditional, Hybrid, and Asset Based, Disability Traditional, Own Occupation, and Lump Sum, and last but not least Life Insurance for anyone from smokers to special health issues.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-31
• S63 Uniform Securities Agent State Law Examination
  1997-05-16