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Joseph B
Series 66
Carmichael, CA
GWN Securities Inc.
Joseph Bly is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. His prior work history includes a combination of educational roles and self-employment over several years. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including the use of affiliated and unaffiliated sub-advisers and model portfolios based on asset allocation and Modern Portfolio Theory, with a notable emphasis on market-timing and momentum-based trading approaches.
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