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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Thomas Wegwart is a financial advisor with Verity Asset Management. Gordon has been in the financial industry since April 23, 1983, and has experience providing investment advisory services to individuals, businesses, investment companies, and pension plans. Gordon is also a registered representative of Verity Asset Management and has a Series 6, 7, 24, 26, 63, and 66 licenses.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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
NC
07/29/2011 - Present
Verity Asset Management (DURHAM NC)
GA
03/29/1983 - 09/12/1996
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 12/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/15/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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