Michele Arnett

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

• 07/2007 → Present
  Center For Wealth Planning
  Bellport, NY
• 01/2014 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Other Businesses

LIFE, ACCIDENT & HEALTH INSURANCE POSITION: Agent NATURE: Life insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2009 ADDRESS: 1150 Portion Road, Suite 8, Holtsville NY 11742, United States DESCRIPTION: Request or run illustrations and take applications for life insurance Center for Wealth Planning, Is Investment Related, DBA, Financial Professional, 01/15/2014,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-16
• S63 Uniform Securities Agent State Law Examination
  2008-07-28

Other Names

• Michele Vetere