Unclaimed
Gordon Westcott Price is a financial professional with over 17 years of experience in the financial services industry. Gordon has a broad background in financial services with previous roles at Advisors Asset Management, Inc., Blackrock Investments, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Gordon currently holds Series 7, Series 24, and Series 66 securities licenses. Gordon is a registered representative of MML Investors Services, LLC and provides financial planning, portfolio management, and educational seminars.
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
NC
03/02/2023 - Present
MML Investors Services, LLC (Apex NC)
CO
09/14/2018 - 02/08/2023
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
NJ
10/30/2007 - 09/11/2018
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NJ
04/28/2006 - 10/24/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MN
08/24/2005 - 11/23/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/24/2005 - 11/23/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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