Unclaimed
Gordon W. Zhang is a financial advisor with over 20 years of experience in the financial services industry. Gordon is currently registered with MML Investors Services, LLC and is licensed to provide investment advice in several states. Gordon has a wide range of experience and specializes in portfolio management for individuals, businesses and retirement planning. Gordon is committed to helping clients achieve their financial goals. Prior to joining MML Investors Services, LLC Gordon was employed by MSI Financial Services, Inc. and Metropolitan Life Insurance Company.
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 programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (FLUSHING NY)
NY
09/30/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FLUSHING NY)
NY
09/30/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FLUSHING NY)
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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