Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Carter Loetz is a financial advisor with Invesco Distributors, Inc., a firm based in New York, NY. Gordon has been in the industry for 15 years and holds a variety of licenses, including Series 6, 7, and 66. Gordon is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 53 states. Gordon’s previous employers include OppenheimerFunds Distributor, Inc., and National Planning Corporation.
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.
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.
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2
NY
05/25/2019 - Present
Invesco Distributors, Inc. (NEW YORK NY)
NY
03/07/2012 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MD
01/31/2008 - 02/29/2012
NATIONAL PLANNING CORPORATION (SEVERNA PARK MD)
BOTH
Issued 01/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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