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John Andrew Gordon is an investment advisor representative with Cetera Investment Advisers LLC, working in the Walpole, MA office. John has been active in the financial services industry for over 15 years. He has a wide range of experience working with individual clients, businesses, and retirement planning, including experience with LPL Financial LLC, Securities America, Inc., MML Investors Services, LLC, and Morgan Stanley & Co., Incorporated. His credentials include passing the Series 7, Series 31, SIE, and Series 66 exams. John is registered to provide investment advisory services in Massachusetts, Alabama, Connecticut, Florida, North Carolina, Pennsylvania, Rhode Island, and Vermont.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/21/2022 - Present
Cetera Investment Advisers LLC (WALPOLE MA)
MA
06/29/2018 - 12/15/2022
SECURITIES AMERICA, INC. (WESTBOROUGH MA)
MA
08/31/2016 - 07/03/2018
LPL FINANCIAL LLC (WESTBOROUGH MA)
MA
10/15/2012 - 09/07/2016
MML INVESTORS SERVICES, LLC (NORWOOD MA)
MA
09/16/2009 - 10/02/2012
SIGNATOR INVESTORS, INC. (WESTBOROUGH MA)
MA
01/17/2008 - 06/26/2009
BANCNORTH INVESTMENT GROUP, INC. (WELLESLEY MA)
MA
05/07/2007 - 12/04/2007
MORGAN STANLEY & CO., INCORPORATED (WELLESLEY MA)
BOTH
Issued 10/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 5/4/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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