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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gordon is an investment advisor representative with over 20 years of experience. Michael John Gordon currently works with Osaic Wealth, Inc.. Previously, Michael worked at Woodbury Financial Services, Inc., Questar Capital Corporation, Kovack Securities Inc., Capital Guardian, LLC, Moors & Cabot, Inc., Janney Montgomery Scott LLC, Wachovia Securities, LLC, Prudential Securities Incorporated and Fortis Investors, Inc.. Michael is registered with FINRA and the state of Florida. Michael is a Series 6, 7, 31, 63, 65, and SIE licensed professional.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (WINTER PARK FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WINTER PARK FL)
FL
02/08/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (WINTER PARK FL)
FL
05/31/2017 - 02/08/2018
KOVACK SECURITIES INC. (Winter Park FL)
FL
07/02/2014 - 06/08/2017
CAPITAL GUARDIAN, LLC (WINTER PARK FL)
FL
08/19/2009 - 07/14/2014
MOORS & CABOT, INC. (WINTER PARK FL)
FL
11/23/2005 - 09/02/2009
JANNEY MONTGOMERY SCOTT LLC (ORLANDO FL)
MO
07/01/2003 - 11/23/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/21/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/27/1992 - 08/18/1992
FORTIS INVESTORS, INC.
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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