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 professional with over 20 years of experience in the financial services industry. Currently, Edward is registered with Lifemark Securities Corp. and is located in Garden City, NY. Edward has held previous positions at Capitol Securities Management, Inc., World Equity Group, Inc., Securities America, Inc., J.P. Turner & Company, L.L.C., World Financial Services, Inc., Princor Financial Services Corporation and MML Investors Services, Inc. Edward is a licensed investment advisor in the state of New York and holds Series 6, 63 and SIE licenses.
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.
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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NY
03/01/2021 - Present
Lifemark Securities Corp. (Garden City NY)
NY
11/26/2019 - 11/11/2020
CAPITOL SECURITIES MANAGEMENT, INC. (Garden City NY)
IL
07/12/2017 - 10/22/2018
WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)
NY
02/18/2016 - 07/14/2017
SECURITIES AMERICA, INC. (JERICHO NY)
NY
04/25/2012 - 03/20/2015
J.P. TURNER & COMPANY, L.L.C. (UNIONDALE NY)
NY
08/10/2007 - 04/16/2010
WORLD FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
01/18/2001 - 07/02/2007
PRINCOR FINANCIAL SERVICES CORPORATION (GARDEN CITY NY)
MA
09/29/2000 - 01/02/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 10/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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