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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keyrn? Claim Your ProfileKeyrn Gordon is a financial advisor who has been in the industry since October 2000. Keyrn currently works at UBS Financial Services Inc. located in New York, NY. Keyrn has passed the Series 7, Series 31, Series 63, Series 65, Series 9 and Series 10 exams and is registered to provide investment advice in 32 states. Keyrn has previous experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and TD Waterhouse Investor Services, Inc.. Keyrn's focus is on providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Keyrn is registered as an Investment Advisor Representative (IAR) in Connecticut, New York and Texas.
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.
See schedule d - miscellaneous
1
2
NY
10/20/2010 - Present
UBS Financial Services Inc. (New York NY)
NY
09/30/2009 - 10/22/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/30/2002 - 04/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NE
04/12/2000 - 04/11/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 07/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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