Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Chisholm is a financial advisor with over 25 years of experience in the financial services industry. Gordon is currently a Registered Representative with Valmark Advisers, Inc., a firm headquartered in Akron, Ohio. Gordon is also a Registered Investment Adviser with Valmark Advisers, Inc. in both Illinois and Michigan. Previously, Gordon was a registered representative with Clark Securities, Inc. and Westport Financial Services, L.L.C. Gordon holds Series 6, 63, and 65 licenses as well as the SIE exam. Gordon is an experienced financial advisor who specializes in providing financial planning, portfolio management, and investment advice to individual and institutional clients. Gordon is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
IL
04/24/2013 - Present
Valmark Advisers, Inc. (Chicago IL)
IL
05/14/2001 - 04/15/2011
CLARK SECURITIES, INC. (CHICAGO IL)
FL
09/03/1997 - 05/14/2001
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
IA
Issued 04/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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