Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Ward is a financial advisor registered with Voya Retirement Advisors, LLC. Gordon has been in the financial services industry since March 26, 2000. Gordon is registered to provide investment advice in New Jersey and North Carolina. Gordon has previously been registered with several other firms, including Voya Financial Advisors, Inc., J.P. Morgan Institutional Investments Inc., Lincoln Investment, MetLife Securities Inc., New England Securities, VALIC Financial Advisors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gordon is a licensed securities principal and holds Series 6, 63, 7, 24, 65 and SIE licenses. Gordon currently holds the following designations.
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.
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
CT
06/05/2019 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
CT
02/01/2016 - 05/25/2018
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
02/25/2014 - 02/01/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
NY
04/29/2011 - 12/02/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NJ
03/14/2008 - 08/10/2010
LINCOLN INVESTMENT (CRANFORD NJ)
MA
04/27/2007 - 03/17/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
PA
03/29/2006 - 07/19/2006
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
NJ
06/19/2003 - 01/13/2006
VALIC FINANCIAL ADVISORS, INC. (CHERRY HILL NJ)
NY
05/17/2002 - 08/13/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
09/05/2000 - 11/12/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
03/05/1998 - 08/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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