Jacqueline E. Fabitore-matheny

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CRD#: 705841

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacqueline Edith Fabitore-matheny, who also goes by Jacqueline Edith Fabitore, Jacqueline Fabitore, Jacqueline Edith Fabitorematheny, Jacqueline Fabitore Fabitorematheny, Jacqueline Fabitore-matheny, was a registered financial professional .

Jacqueline is a previously registered financial professional and started their career in finance in 1980. Jacqueline had worked at 11 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 1 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jacqueline Edith Fabitore | Jacqueline Fabitore | Jacqueline Edith Fabitorematheny | Jacqueline Fabitore Fabitorematheny | Jacqueline Fabitore-Matheny

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.

Life and Health licensed CONSULTANT POSITION: Strategic Advisor NATURE: life saving training INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2018 ADDRESS: PO BOx 535, Granville OH 43023, United States DESCRIPTION: Talking to school supts

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 14, 2019 - January 30, 2023

GWN SECURITIES INC.

RIA

CRD#: 128929

JUPITER, FL

Past

March 13, 2019 - January 30, 2023

GWN SECURITIES INC.

CRD#: 128929

PALM BEACH GARDENS, FL

Past

June 12, 2015 - April 21, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

MCLEAN, VA

Past

June 12, 2015 - April 21, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

April 21, 2015 - April 21, 2017

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

September 26, 2011 - June 13, 2013

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LINTHICUM, MD

Past

October 23, 2007 - June 13, 2013

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

LINTHICUM, MD

Past

July 22, 2004 - October 23, 2007

MISSIONSQUARE INVESTMENT SERVICES

CRD#: 23189

WASHINGTON, DC

Past

September 6, 2001 - January 6, 2004

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

February 23, 1999 - August 8, 2001

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

October 23, 1991 - February 4, 1999

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

October 23, 1991 - February 4, 1999

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

April 25, 1990 - June 14, 1990

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

November 2, 1984 - April 25, 1990

UR FINANCIAL, INC.

CRD#: 10509

Past

March 18, 1980 - September 24, 1984

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

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".

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)

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/23/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 3/11/1980

Registered Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/12/2015

Investment Company Products/Variable Contracts Principal Examination

Current Firm

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)

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)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

GWN FORM ADV BROCHURE (4/11/2025)

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

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.

Contact information

xxxxx@xxxx.xxx

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Jacqueline E. Fabitore-matheny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GWN SECURITIES INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE DISTRIBUTORS, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MISSIONSQUARE INVESTMENT SERVICES

EMPOWER FINANCIAL SERVICES, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

UR FINANCIAL, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

Primary Firm SEC Registration

GWN SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/23/2011

Series 63

Date: 3/18/1996

Series 6TO

Date: 1/2/2023

SIE

Date: 4/21/2017

Series 1

Date: 3/11/1980

Series 26

Date: 12/12/2015

Current Firm

GWN SECURITIES INC.

Contact information

SEC notice filing (52 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

GWN SECURITIES INC.

TRUST BUT VERIFY

Contact information

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