Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Gordon is a financial advisor with LPL Financial LLC. Ian has been working in the financial industry since 1999 and has a wide range of experience. Ian is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and SIE securities licenses. Ian's previous experience includes roles with FSC Securities Corporation, LPL Financial Corporation, Wachovia Securities, LLC, Directed Services, Inc., ING Funds Distributor, Inc., and Vanguard Marketing Corporation. Ian has experience working with individuals, corporations, trusts, and institutions.
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.
Consulting and other non-discretionary advisory services
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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2
PA
05/10/2018 - Present
LPL Financial LLC (HUGHESTOWN PA)
PA
09/24/2010 - 05/14/2018
FSC SECURITIES CORPORATION (DURYEA PA)
PA
02/29/2008 - 10/25/2010
LPL FINANCIAL CORPORATION (SCRANTON PA)
PA
01/09/2003 - 02/05/2008
WACHOVIA SECURITIES, LLC (DUNMORE PA)
PA
09/01/1999 - 10/31/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
DE
07/13/2000 - 09/05/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
PA
10/23/1998 - 06/28/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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