Unclaimed
Ryan Gordon is a financial advisor at Raymond James & Associates, Inc. with over 10 years of experience in the industry. Ryan specializes in providing financial planning, portfolio management, and investment advice for individuals, businesses, and retirement planning. Ryan holds the Series 66, Series 7, and SIE licenses and is registered with the following states: Colorado, Connecticut, Florida, Maine, New Jersey, New York, North Carolina, and Pennsylvania.
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.
Please see note in schedule d - miscellaneous
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
08/07/2020 - Present
Raymond James & Associates, Inc. (NEWTOWN PA)
BOTH
Issued 08/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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