JC
Joel A. Campanella
GWN SECURITIES
Henderson, NV 89074
Some features on this profile are disabled
CRD#: 6098316
JC
Professional summary
Joel Anthony Campanella is a registered financial advisor currently at GWN SECURITIES INC. located in Henderson, Nevada.
Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Joel has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Step 7 Solutions LLC; same as residence; used for taxes; Managing Member; start date=05/2015; hrs/mo=0; trading hrs/mo=0; no duties * Life and health insurance licensed; hrs/mo=20; trading hrs/mo=20; Independent agent NEW DIRECTIONS FINANCIAL GROUP, Is Not Investment Related, "2021 Cunningham Dr, Suite 210, Hampton, VA, 23666, United States", Life Insurance & Annuities, Agent, 2019-02-04, 1 hours per month, 0 hours per month during trading hours, Commission Compensation, Agent providing Life Insurance and Annuity solutions for clients through New Directions Financial Group HOPE FINANCIAL SOLUTIONS, Is Investment Related, DBA, Financial Professional 06/29/2018,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. JAKE KIELB'S HOCKEY FOUNDATION Is Not Investment Related, "5240 Adorato Dr, North Las Vegas, NV, 89031, United States", Sports, Coach, 5/1/2024, 16 hours per month, 0 hours per month during trading hours, Assist head coach in hockey related activities for youth sports EBAY SELLER Is Not Investment Related, "382 Grassy Pines Ct, , Las Vegas, NV, 89148, United States", selling sports cards, Self Employed, 4/1/2024,10 hours per month, 0 hours per month during trading hours, Other Compensation, "paid on selling sports cards, it varies"
CRS (Client Relationship Summary) - RIA
Click below to view Joel Anthony Campanella's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Joel Anthony Campanella's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 10, 2023 - Present
GWN SECURITIES INC.
Office #1: 2470 Saint Rose Parkway Suite 102, Henderson, NV 89074RIA
BD
CRD#: 128929
Henderson, NV
Current
June 29, 2018 - Present
GWN SECURITIES INC.
Office #1: 2470 Saint Rose Parkway Suite 102, Henderson, NV 89074RIA
BD
CRD#: 128929
Henderson, NV
Past
June 21, 2017 - July 12, 2018
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
Henderson, NV
Past
August 10, 2012 - June 21, 2017
CCF INVESTMENTS, INC.
BD
CRD#: 136571
Henderson, NV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/29/2018)
RR
California(6/29/2018)
RR
Colorado(6/29/2018)
RR
Florida(6/29/2018)
RR
Georgia(7/8/2021)
RR
Idaho(6/29/2018)
RR
Massachusetts(6/29/2018)
RR
Michigan(2/9/2023)
RR
Missouri(8/19/2024)
RR
Nevada(6/29/2018)
IAR
Nevada(3/10/2023)
RR
New Mexico(8/19/2025)
RR
New York(6/29/2018)
RR
Oregon(10/27/2025)
RR
Tennessee(1/16/2024)
RR
Texas(7/15/2025)
RR
Utah(6/29/2018)
RR
Virginia(7/12/2018)
RR
Washington(6/29/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2700
Established
Florida since 05/12/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
744
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WORLD INVESTMENT NETWORK | OWNER | |
| BORNHEIMER, LAURA JEANETTE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP | 1769643 |
| CORBIN, BRAD JEFFREY | SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING | 1754065 |
| RITTMAN, BARRY RICHARD | CFO FINOP VP | 1997994 |
| WALSH, DENIS STEPHEN | CEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT | 1124278 |
| WALSH, MARY THERESE | SECRETARY | 2829444 |
Regulatory assets under management
| Total Number of Accounts | 64,207 |
| AUM (Assets Under Management) | $ 3,650,274,405 |
Disclosures
| Regulatory Event | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
