Unclaimed
Gordon Graffius is a financial advisor with Cetera Investment Advisers LLC. Gordon has been in the financial services industry since 1971. Gordon is registered in Maryland, North Carolina, and Pennsylvania, and specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Gordon has over 40 years of experience in the financial services industry.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (DILLSBURG PA)
PA
03/09/2000 - 12/31/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (DILLSBURG PA)
NY
07/24/1997 - 03/07/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
06/08/1992 - 07/24/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
05/17/1976 - 06/22/1992
G. R. PHELPS & CO., INC.
NA
04/27/1971 - 06/24/1976
INA SECURITY CORPORATION
BOTH
Issued 07/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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