Unclaimed
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 with Ameriprise Financial Services, LLC. Edward has over 30 years of experience in the financial services industry. Edward has a Series 7, Series 24, Series 52TO, Series 53, and Series 65 licenses. Edward is registered with the state of Illinois and 18 other states. Edward is also a registered representative of Ameriprise Financial Services, LLC. Edward has experience in various fields, including portfolio management, financial planning, and educational seminars. Edward provides services to individuals, businesses, corporations, trusts, estates, and retirement plans. Edward was previously employed by UBS Financial Services Inc., Morgan Stanley DW Inc., Dean Witter Reynolds Inc., and MB Vick & Company.
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.
Asset allocation services
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
IL
01/14/2022 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
IL
11/18/2013 - 01/19/2022
WELLS FARGO CLEARING SERVICES, LLC (DEERFIELD IL)
IL
11/04/2005 - 12/12/2013
UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)
NY
01/11/2001 - 11/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/17/1996 - 01/21/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IL
08/31/1993 - 01/06/1997
M B VICK & COMPANY (CHICAGO IL)
IL
02/13/1991 - 11/19/1992
M B VICK & COMPANY (CHICAGO IL)
IA
Issued 02/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/02/1994
Series 53 - Municipal Securities 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 02/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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