Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Yee is a financial advisor with over 30 years of experience in the industry. Gordon has a wide range of experience, having worked with various firms including SCF Securities, Inc., National Securities Corporation, Brookstreet Securities Corporation, and Sunamerica Securities, Inc. Currently, Gordon is registered with United Planners' Financial Services of America A Limited Partner. Gordon is a Chartered Financial Consultant and is licensed to provide financial advice in several states. Gordon's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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HI
01/01/2025 - Present
United Planners' Financial Services OF America A Limited Partner (LIHUE HI)
HI
01/30/2014 - 07/01/2024
SCF SECURITIES, INC. (LIHUE HI)
CA
11/05/2013 - 12/05/2013
SCF SECURITIES, INC. (SAN DIEGO CA)
HI
06/28/2007 - 11/01/2013
NATIONAL SECURITIES CORPORATION (LIHUE HI)
HI
11/26/2001 - 06/28/2007
BROOKSTREET SECURITIES CORPORATION (LIHUE HI)
AZ
05/05/1995 - 11/21/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
05/25/1994 - 04/28/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CA
06/11/1993 - 01/05/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 01/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/07/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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