Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gidon? Claim Your ProfileGidon Abram Nach is an active investment advisor representative associated with Wealthpenn.comllc. Gidon has been in the industry since 1996 and holds a Series 6, 7, 31, 63 and 66. Gidon previously worked for J.P. Morgan Securities LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Bear, Stearns & Co. Inc., Northwestern Mutual Investment Services, Inc. and Robert W. Baird & Co. Incorporated. Gidon is registered with 34 state securities authorities in the United States.
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
CA
12/06/2022 - Present
Wealthpenn.comllc (Beverly Hills CA)
CA
09/12/2014 - 02/29/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
06/01/2009 - 09/19/2014
MORGAN STANLEY (BEVERLY HILLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
03/03/2003 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
NY
08/20/1998 - 03/15/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
WI
03/22/1996 - 12/31/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
03/22/1996 - 10/22/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 4/4/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 2/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 3/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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