Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bennett? Claim Your ProfileBennett Gordon is a financial advisor with over 25 years of experience in the financial services industry. Bennett is a Certified Financial Planner and a Chartered Financial Analyst. Bennett has been with Wells Fargo Advisors Financial Network, LLC since April 2024. Prior to joining Wells Fargo Advisors, Bennett worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Bennett provides investment consulting services to institutional clients. Bennett also provides financial planning services to individuals, corporations and businesses. Bennett also provides portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/10/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
FL
11/18/2011 - 04/08/2024
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
05/01/2006 - 11/18/2011
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
04/09/1999 - 05/08/2006
CHARLES SCHWAB & CO., INC. (PLANTATION FL)
NY
11/05/1997 - 03/02/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/18/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 3 - National Commodity Futures Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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