Marlene Badai
Marlene Badai is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 39 years of industry experience. Marlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Marlene is a sole proprietor selling life insurance and long-term care insurance, dedicating about 10-20% of her time to this activity. She also serves as a successor trustee, spends minimal time as a partner in Business Women Inspired LLC, and works full-time as a financial professional at Rozel Financial.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
First Investors CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.