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 Meltzer is a financial advisor with Cetera Investment Advisers LLC, working from the Olney, Maryland branch office. Gordon has been working in the financial services industry since August 2, 1988, and has a wide range of experience in providing investment advice. Gordon is also a certified public accountant (CPA) and has a background in accounting and tax preparation. Gordon holds the Series 6, Series 7, Series 22 and Series 63 securities licenses. Gordon is registered with the state of Maryland and Virginia. Gordon is committed to providing personalized financial advice to his clients.
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.
1
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 02/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gordon Meltzer is the right advisor for you? Invested Better is here to help.
