Invested Better
Unclaimed

Unclaimed

Unclaimed

Gordon David Adelsberg

Finalis Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gordon? Claim Your Profile

About Gordon David Adelsberg

Gordon David Adelsberg is a securities professional with experience in the financial services industry. Gordon holds the Series 63, SIE and Series 82TO licenses. Gordon's most recent employment was with GT Securities, Inc. where Gordon was registered from 5/16/2022 to 7/22/2024. Currently, Gordon is registered with Finalis Securities LLC. Gordon is registered in Florida.

Firm Information

Gordon Adelsberg is currently registered with Finalis Securities LLC. Finalis Securities LLC is a Limited Liability Company formed in September 2019. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

337

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gordon Adelsberg’s Registration & Firm History

NY

07/30/2024 - Present

Finalis Securities LLC (New York NY)

CA

05/16/2022 - 07/22/2024

GT SECURITIES, INC. (LOS ANGELES CA)

Not sure if Gordon David Adelsberg is right for you?

Licenses & Designations

BC

Issued 03/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2022

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Gordon David Adelsberg. Review regulatory record here.
Not sure if Gordon David Adelsberg is right for you?