Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Rhoads is a financial advisor with over 10 years of experience in the industry. Gordon has worked with various financial institutions, including Morgan Stanley, Equity Services, Inc., Securities America, Inc., and Edward Jones. Gordon is currently registered with LPL Financial LLC and has a Series 7 and Series 66 license. Gordon specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations. Gordon is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/03/2024 - Present
LPL Financial LLC (SCRANTON PA)
PA
07/01/2022 - 12/26/2023
EDWARD JONES (MOUNTAIN TOP PA)
VT
06/25/2019 - 07/06/2022
SECURITIES AMERICA, INC. (BURLINGTON VT)
VT
01/17/2018 - 06/26/2019
EQUITY SERVICES, INC. (COLCHESTER VT)
VT
12/06/2012 - 01/22/2018
PEOPLE'S SECURITIES, INC. (SOUTH BURLINGTON VT)
PA
01/16/2012 - 12/05/2012
MORGAN STANLEY (PHILADELPHIA PA)
BOTH
Issued 03/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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