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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penny? Claim Your ProfilePenny White Gordon is a financial advisor with over 20 years of experience in the financial services industry. Penny is a Certified Financial Planner™ professional and currently registered with First Horizon Advisors, Inc. Penny has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Penny's expertise and experience have led her to specialize in providing financial planning for high net worth individuals, pension consulting, and portfolio management services for businesses. In addition to her current employment at First Horizon Advisors, Inc., Penny has held previous positions at Cardinal Capital Management, Inc., Citigroup Investment Services, and Citigroup Securities, Inc. Penny's focus is to help her clients achieve their financial goals, and she is committed to providing them with personalized and comprehensive financial advice.
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
09/20/2021 - Present
First Horizon Advisors, Inc. (Key Largo FL)
FL
12/06/2001 - 01/15/2003
CARDINAL CAPITAL MANAGEMENT, INC. (MIAMI FL)
NY
05/05/1997 - 08/14/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
11/29/1994 - 04/08/1997
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 05/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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