Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon William Margerum is a financial advisor with PFS Investments Inc. based in Owings Mills, MD. Gordon has been in the industry since November 4, 2001. He is licensed to provide financial advice in 20 states, including Maryland, Texas, California, and Florida. Gordon is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Gordon provides a range of financial services, including investment advice, financial planning, and securities brokerage. Gordon has passed the Series 6, Series 63, Series 26, and Series 65 exams and has been serving clients for over 20 years.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
04/11/2023 - Present
PFS Investments Inc. (OWINGS MILLS MD)
IA
Issued 02/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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