Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Shalek is a financial advisor with over 30 years of experience in the industry. Gordon has been registered with Ameriprise Financial Services, LLC since 2005 and holds multiple licenses. He has a strong track record of providing financial advice to individuals, families, and businesses. Gordon is committed to helping clients achieve their financial goals through personalized planning and investment strategies. Gordon is also a board member of Certainty of the Uncertainty, LLC.
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.
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2
FL
02/12/2014 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
MN
12/20/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
12/11/1990 - 01/07/1991
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NY
07/09/1988 - 04/26/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NY
01/19/1988 - 05/17/1988
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 04/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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