Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Jay Forgione is a financial professional with over a decade of experience in the financial services industry. Gordon has held positions with Lincoln Investment, Principal Securities, Inc., MML Investors Services, LLC, and Horace Mann Investors Inc. Gordon currently holds registrations with Foundations Investment Advisors LLC, a firm that provides a variety of financial services including financial planning, portfolio management, and educational seminars. Gordon specializes in helping individuals and businesses achieve their financial goals. Gordon has experience providing financial advice for individuals, high net worth individuals, and corporations. Gordon is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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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CT
08/24/2021 - Present
Foundations Investment Advisors LLC (GLASTONBURY CT)
PA
07/03/2017 - 04/10/2018
LINCOLN INVESTMENT (FORT WASHINGTON PA)
CT
09/09/2015 - 07/12/2017
PRINCIPAL SECURITIES, INC. (Glastonbury CT)
CT
01/30/2012 - 09/10/2015
MML INVESTORS SERVICES, LLC (FARMINGTON CT)
CT
10/21/2009 - 01/12/2012
HORACE MANN INVESTORS INC (WETHERSFIELD CT)
IA
Issued 09/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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