Brokerage

Our partnership with National Financial Services unlocks access to Wealthscape—their game-changing technology platform designed to help representatives manage client accounts, deliver standout service, and uncover new business opportunities.

What’s a clearing house? Think of it as the behind-the-scenes financial institution that makes sure your trades and transactions actually go through. For more than 40 years, National Financial Services has been the backbone for many of the world’s top financial firms, delivering trusted solutions on a global scale. Not only do accounts at NFS have SIPC protection, but balances above those limits are covered by Lloyd’s of London.

With National Financial Services, you get:

  • Wealthscape - The all-in-one platform to oversee client accounts, offer seamless service, and discover fresh revenue streams—whether you work on commission or a fee basis.
  • Wealthscape Client Access - An upgraded online portal for clients, now even more intuitive and easy to navigate.
  • Tax Resources and Tools - Everything you need to help clients plan and manage their tax strategy.

Through National Financial Services, you can also access:

  • Mutual Funds
  • Stocks and Bonds, Fixed Income Products
  • Fixed and Variable Annuities
  • Consolidated Brokerage Accounts
  • Specialized Investments (REITs, UITs)
  • Retirement Plans: IRA, 401(k), SIMPLE, SEP
  • Asset Allocation and Portfolio Development
  • Fee-Based Programs*

And thanks to NFS’s technology, clients can check in on their accounts online—whenever they want, 24/7.

Have questions? Get in touch with GWN Securities through our Contact Us page.

Remember: Stock, bond, and mutual fund prices can go up and down, and redeemed shares may be worth more or less than what you invested. For full details—including objectives, risks, charges, and fees—ask your GWN Registered Representative for a prospectus. Read it carefully before investing or sending money.