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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon K Snell is a financial advisor with over 20 years of experience in the industry. Gordon is currently registered with Morgan Stanley and is located in Fort Myers, FL. Gordon has a strong track record of success in helping clients achieve their financial goals. Previously, Gordon worked with Morgan Stanley & Co. Incorporated in East Harwich, MA, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA. Gordon holds a Series 65, Series 66, Series 7, Series 10, Series 9 and Series 31 license. Gordon is also a registered principal.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Fort Myers FL)
MA
11/21/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (EAST HARWICH MA)
MA
02/08/2000 - 11/24/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HYANNIS MA)
IA
Issued 10/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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