Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon J Melzer is a Certified Financial Planner® who has been in the financial services industry since 1988. Gordon currently is registered with Cetera Investment Advisers LLC in Olney, MD. Gordon was previously registered with Blue Vase Securities, LLC, Lifemark Securities Corp., Professional Broker-Dealer Financial Planning, Inc. and H.D. Vest Investment Securities, Inc.. Gordon holds Series 6, 7, 22 and SIE licenses, as well as a Maryland State Securities License.
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (OLNEY MD)
PA
09/11/2002 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
NY
12/02/1999 - 10/10/2002
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
CO
06/11/1990 - 12/09/1999
PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)
TX
08/03/1988 - 11/02/1990
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 2/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 7 - General Securities Representative Examination
BC
Issued 5/31/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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