Eric Andrew Meisel

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

• 06/2016 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL

Other Businesses

LIFE INSURANCE POSITION: Agent NATURE: Life insurance, Annuities, and Long Term Care INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2017 ADDRESS: 11 Executive Park Drive, Clifton Park NY 12065 DESCRIPTION: When a client requests life insurance I provide quotes and products that suit their needs. This is usually done in tandem in meeting with the client to provide investment products. MEISEL FINANCIAL SERVICES, INC., Is Investment Related, DBA, Financial Professional, 06/22/2016,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. HASS EXPRESS Is Investment Related, "5859 Ettrick Drive, Houston, TX, 77035, United States", Produce Distributor, Investor, 9/17/2024, 1 hours per month,0 hours per month during trading hours, Other Compensation, I provide personal capital on occasion to help with cash flow for this company to fulfill large client orders.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-22
• S63 Uniform Securities Agent State Law Examination
  2012-02-13

Other Names

• Eric Meisel