Unclaimed
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 a financial advisor who has been in the industry since 2008. Currently registered with Wells Fargo Clearing Services, LLC, Michael holds licenses in multiple states and is able to advise on a range of investment products and services. Michael has previously worked at MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and WADDELL & REED, INC. Michael has a strong track record of providing comprehensive financial advice and guidance to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
PA
05/04/2023 - Present
Wells Fargo Clearing Services, LLC (SEWICKLEY PA)
PA
09/16/2011 - 05/30/2023
MORGAN STANLEY (Pittsburgh PA)
PA
10/09/2009 - 09/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
02/08/2008 - 10/09/2009
WADDELL & REED, INC. (PITTSBURGH PA)
BOTH
Issued 12/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Gordon is the right advisor for you? Invested Better is here to help.
