Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Greer is a financial advisor at UBS Financial Services Inc. based in Boston, MA. Gordon has been in the industry since 1977. Gordon has experience with Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Gordon is a Series 7, Series 63, and Series 65 licensed advisor. Gordon's current firm, UBS Financial Services Inc., is a registered investment advisor with over $50 Billion in assets under management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
12/07/2015 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
01/17/2003 - 12/21/2015
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
NJ
05/16/1984 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/02/2001 - 05/09/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NA
08/02/1979 - 05/24/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
09/26/1978 - 07/21/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/03/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1977
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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