Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Kenneth Mortin is a financial advisor with Raymond James & Associates, Inc. located in Atlanta, Georgia. Gordon has been in the financial services industry since 1971 and has a broad range of experience in the field. Gordon holds numerous licenses and certifications, including the Series 7, Series 24, Series 27, Series 50, Series 53, and Series 99TO. Gordon has a diverse client base, including individuals, corporations, and institutions. Gordon provides a range of services including financial planning, portfolio management, and investment banking.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
01/02/2013 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
08/01/1997 - 01/02/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
03/28/1996 - 08/01/1997
KNOX, WALL & COMPANY (ATLANTA GA)
NA
10/29/1990 - 02/21/1996
BANK SOUTH SECURITIES CORPORATION
NA
12/13/1971 - 12/07/1990
LEX JOLLEY & CO., INC.
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/19/1972
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/08/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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