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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gordon is an investment advisor representative with Investably LLC, based in Bethesda, MD. Michelle has been in the financial services industry since 2010. Michelle is licensed to provide investment advice in Florida, Maryland, and Texas. Michelle is also a Registered Representative. Michelle has experience working with individuals, high net worth individuals, and pension and profit-sharing plans. Michelle provides financial planning, pension consulting, educational seminars, and portfolio management for individuals. Michelle is also a featured expert guest contributor on ComercioTV, a media and entertainment company based in Miami, FL. Michelle is committed to providing her clients with the highest level of service and expertise.
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.
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
MD
12/02/2021 - Present
Investably LLC (BETHESDA MD)
CO
07/06/2021 - 02/02/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
MD
08/05/2010 - 04/07/2021
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
NJ
11/19/2008 - 02/09/2009
GAIN SECURITIES, INC. (JERSEY CITY NJ)
IA
Issued 05/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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