Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shea? Claim Your ProfileShea Gordon is a financial advisor with Private Advisor Group, LLC. Shea has over 20 years of experience in the financial services industry. Shea is licensed to provide financial advice in Colorado, Florida, Minnesota, Nevada, Texas and Washington. Shea provides financial planning, portfolio management and other investment advisory services to individual investors, businesses, pension plans and trusts. Shea has also worked for several other firms, including PROVASI CAPITAL PARTNERS LP, FS2 CAPITAL PARTNERS, LLC, HINES REAL ESTATE INVESTMENTS, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., GOLDMAN, SACHS & CO., SANFORD C. BERNSTEIN & CO., LLC, and SANFORD C. BERNSTEIN & CO., INC.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/26/2018 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
TX
09/02/2016 - 05/17/2018
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
PA
12/12/2011 - 01/25/2016
FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)
TX
07/16/2009 - 12/08/2011
HINES REAL ESTATE INVESTMENTS, INC. (HOUSTON TX)
NV
08/06/2007 - 03/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)
NY
12/01/2006 - 05/23/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
12/07/2000 - 11/30/2006
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
NY
05/15/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 07/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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