Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gordon has been in the financial industry since 1997. David is currently registered with Trustmont Advisory Group, Inc. and has a history of working with other firms including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, MetLife Securities Inc. and Metropolitan Life Insurance Company. David holds the Series 7, Series 6, Series 63, Series 65 and SIE licenses. David offers a wide range of financial services including financial planning, pension consulting, selection of other advisors and portfolio management for individuals. David has a total of 5109 clients with 919449401 dollars under management.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/23/2021 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
NJ
08/13/2008 - 07/22/2009
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (CLIFTON NJ)
NJ
11/16/2000 - 07/17/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MONTVALE NJ)
WI
11/16/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
09/26/1997 - 09/13/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/26/1997 - 09/13/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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