Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Gordon is an active investment advisor representative with Raymond James & Associates, Inc.. Gordon is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since June 18, 2004. Gordon has experience at Citigroup Global Markets Inc.. Gordon holds the Series 31, Series 7, and Series 63 licenses. Gordon is registered in 33 states and provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisers.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
05/20/2009 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
FL
06/18/2004 - 05/07/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSONVILLE FL)
IA
Issued 07/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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