Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Alan Gordon is a financial advisor at Stephens. Gregory has over 16 years of experience in the financial services industry. Gregory is registered to sell securities in Arkansas and Texas. Gregory has a Series 7, 63, 66, 99TO and SIE license. Gregory has a specializations in Fixed Income, Mutual Funds, Retirement Planning, Alternative Investments, Insurance, Options and Equity. Gregory's previous employers include Challenger Capital Group, LTD., Credit Suisse Securities (USA) LLC, American General Distributors, INC., American Express Financial Advisors Inc. and IDS 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/13/2012 - Present
Stephens (DALLAS TX)
TX
05/14/2009 - 04/16/2012
CHALLENGER CAPITAL GROUP, LTD. (LANCASTER TX)
TX
06/30/2008 - 10/28/2008
CHALLENGER CAPITAL GROUP, LTD. (LANCASTER TX)
NY
09/19/2006 - 05/29/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
TX
05/09/2002 - 11/15/2002
AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)
MN
08/14/2001 - 01/15/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/14/2001 - 01/15/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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