Unclaimed
Bradley Gordon is a financial advisor with Raymond James & Associates, Inc. Bradley has over 5 years of experience in the financial services industry. Bradley is registered to offer securities in Florida. Bradley has Series 7, Series 63, and Series 7TO licenses. Bradley previously worked at CCO Capital, LLC and Sanford C. Bernstein & Co., LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
09/06/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CA
08/15/2019 - 05/13/2021
CCO CAPITAL, LLC (Los Angeles CA)
CA
02/18/2016 - 07/30/2019
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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