Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Gordon is an investment advisor representative with PFG Advisors, a registered investment advisor firm. Stephen has over 25 years of experience in the financial services industry. Stephen holds Series 7, 24, 52, 63, 65, 99 and SIE licenses. Stephen specializes in providing financial planning and investment management services to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Stephen has a strong commitment to providing clients with personalized financial advice and strategies that are designed to help them achieve their financial goals.
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.
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
CO
04/18/2018 - Present
PFG Advisors (Greenwood Village CO)
CO
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Greenwood Village CO)
CO
08/03/2009 - 12/08/2016
FOOTHILL SECURITIES, INC. (Greenwood Village CO)
CO
07/17/1997 - 08/03/2009
CUE FINANCIAL GROUP, INC. (DENVER CO)
NA
06/09/1997 - 07/01/1997
CUE
MI
02/27/1996 - 06/12/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 03/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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