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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 Walford Daisley iii is a financial advisor with Snowden Capital Advisors LLC, located in Bethesda, MD. Gordon has been in the financial industry for over 25 years. Prior to joining Snowden Capital Advisors LLC, Gordon worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, MORGAN STANLEY DW INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and FINANCIAL NETWORK INVESTMENT CORPORATION. Gordon holds several licenses and certifications, including Series 63, 65, 7, 9, 10, 31 and SIE. Gordon specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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MD
07/24/2023 - Present
Snowden Capital Advisors LLC (Bethesda MD)
VA
03/31/2006 - 07/17/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FALLS CHURCH VA)
DC
08/25/2000 - 04/04/2006
MORGAN STANLEY DW INC. (WASHINGTON DC)
NY
06/25/1997 - 08/29/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
02/10/1997 - 08/05/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 07/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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