Raquel Alegria

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

• 05/2025 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL
• 03/2021 → 08/2021
  Wellesley College - Spanish Department
  Wellesley, MA
• 05/2023 → 08/2023
  College Match La
  Los Angeles, CA
• 09/2023 → 05/2024
  Wellesley College
  Wellesley, MA
• 01/2024 → Present
  Ultiworld
  Los Angeles, CA
• 06/2016 → 06/2020
  Benjamin Franklin High School
  Los Angeles, CA
• 06/2020 → 05/2024
  Wellesley College
  Wellesley, MA

Other Businesses

1-- LA PENSION PLANNERS POSITION: Registered Representative. NATURE: DBA/Financial Services. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 0 START DATE: 5/1/2025 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: DBA for Securities Business / Financial Services. 2-- LIFE & HEALTH INSURANCE POSITION: Registered Representative. NATURE: Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 100 TRADING HOURS: 0 START DATE: 5/1/2025 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: Life Insurance sales to customers. 3-- ULTIWORLD POSITION: Contributing Writer. NATURE: Freelance Writing. COMPENSATION TYPE: Fee Based. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: United States DESCRIPTION: CONTRIBUTING COVERAGE FOR ULTIMATE FRISBEE.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-19