Unclaimed
Ryan Gordon is a financial advisor with Raymond James Financial Services Advisors, Inc. Ryan has been in the financial services industry since 2002. Ryan has passed the Series 66 and Series 7 exams and is a Certified Financial Planner. Ryan is registered to provide investment advice in several states, including California, Texas, Alaska, Arizona, Colorado, Maryland, Nevada, New Hampshire, Oklahoma, Oregon, Tennessee, Utah, Virginia, Washington, Wisconsin, and Wyoming. Ryan has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Ryan is committed to providing his clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
07/10/2017 - Present
Raymond James Financial Services Advisors, Inc. (Manhattan Beach CA)
CA
10/05/2012 - 05/30/2017
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
04/08/2002 - 10/09/2012
UBS FINANCIAL SERVICES INC. (LONG BEACH CA)
BOTH
Issued 04/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Gordon is the right advisor for you? Invested Better is here to help.