Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Brookhart is a financial advisor who has been in the industry since 1981. Gordon is a Registered Representative of Park Avenue Securities LLC. He has a variety of experience, having worked with various firms such as New England Securities, Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, Inc., NatCity Investments, Inc., NatCity Insurance Services, Inc., Waddell & Reed, Inc., Fifth Third/The Ohio Company, and Nationwide Advisory Services, Inc. Gordon has earned various licenses and certifications including Series 6, 7, 22, 24, 51, 53, 63, and 65. Gordon specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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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2
OH
01/03/2014 - Present
Park Avenue Securities LLC (COLUMBUS OH)
OH
03/18/2005 - 12/05/2013
NEW ENGLAND SECURITIES (COLUMBUS OH)
RI
04/01/2004 - 01/07/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
01/18/2002 - 03/12/2004
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
OH
04/06/2000 - 01/04/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
04/06/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
KS
07/30/1999 - 04/18/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
OH
07/07/1993 - 10/12/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
OH
03/12/1990 - 06/14/1993
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
KS
05/08/1981 - 02/24/1990
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/06/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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