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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 Leonard Bryan is a financial advisor who has been in the industry since 1984. Gordon is currently registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in several states, including Indiana, Texas, Arizona, Florida, Georgia, Illinois, Missouri, North Carolina, Ohio and Wisconsin. Gordon has experience working at a variety of firms including Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Gordon has a variety of licenses and certifications, including the Series 7, Series 10, Series 24, Series 3, Series 31, Series 63 and Series 65 exams. Gordon specializes in offering financial planning, pension consulting, asset allocation services and portfolio management for individuals and businesses.
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.
Asset allocation services
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
IN
01/03/2019 - Present
Ameriprise Financial Services, LLC (Terre Haute IN)
IN
05/29/2009 - 11/21/2018
WELLS FARGO CLEARING SERVICES, LLC (TERRE HAUTE IN)
IN
11/08/2005 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (TERRE HAUTE IN)
IN
09/03/1997 - 11/09/2005
INVEST FINANCIAL CORPORATION (TERRE HAUTE IN)
MO
08/22/1984 - 08/28/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 05/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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