Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Phillip Gordon is a financial professional with experience in the industry. John is currently registered with Robert W. Baird & Co. Inc. and has a Series 7TO, Series 86, Series 87, and Series 79TO. John has previous experience with CAPITAL ONE SECURITIES, INC. and has a diverse background that includes working with a range of clients. John is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
VA
06/27/2023 - Present
Robert W. Baird & Co. Inc. (Tysons VA)
VA
02/03/2023 - 06/27/2023
CAPITAL ONE SECURITIES, INC. (McLean VA)
BC
Issued 07/10/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/18/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/31/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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