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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Gordon is a Financial Advisor registered with Morgan Stanley. He has been in the industry since February 15, 1981, and has a wide range of experience serving a variety of clients. Gordon's expertise includes investment advice, financial planning, and portfolio management for individuals, businesses, and investment companies. He is also registered as an Investment Advisor Representative in Florida and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/06/2019 - Present
Morgan Stanley (Aventura FL)
FL
07/01/2003 - 09/11/2019
WELLS FARGO CLEARING SERVICES, LLC (AVENTURA FL)
NY
06/09/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/26/1979 - 02/14/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/13/1985
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 12/08/1979
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1997
Series 5 - Interest Rate Options Examination
BC
Issued 05/10/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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