Unclaimed
Gordon Daryl Jaenson is an investment advisor representative registered with Cetera Investment Advisers LLC, and is licensed in Arizona, California, Maryland, Montana, Oregon, and Washington. Gordon Jaenson has been in the financial industry since July 15, 1986. Gordon Jaenson is also an insurance agent for Universal Financial Services, Inc. and is licensed to sell life, health, disability, annuities and long-term care insurance. Gordon Jaenson specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Gordon Jaenson is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
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
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (LYNNWOOD WA)
WA
02/06/2002 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (BELLEVUE WA)
NJ
07/16/1986 - 02/05/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/3/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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