Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Ann Gordon is a financial advisor with over 29 years of experience in the industry. Gordon currently works for United Capital Financial Advisors, a firm that manages over $17 billion in assets. Gordon has held a variety of roles at different firms, including Girard Securities, Inc., Wachovia Securities Financial Network, LLC, and American Express Financial Advisors Inc., all of which contribute to her wide range of experience. Gordon has expertise in investment management, financial planning, insurance planning, and estate planning. Gordon is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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.
Sub-adviser for other investment advisers
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
IL
03/16/2021 - Present
United Capital Financial Advisors (ROCKFORD IL)
NY
09/08/2022 - 11/16/2023
MERCER ALLIED COMPANY, L.P. (COHOES NY)
IL
02/09/2022 - 11/16/2023
GOLDMAN SACHS & CO. LLC (ROCKFORD IL)
IL
11/01/2017 - 06/30/2020
CETERA ADVISOR NETWORKS LLC (ROCKFORD IL)
IL
10/04/2006 - 11/01/2017
GIRARD SECURITIES, INC. (ROCKFORD IL)
IL
06/15/2002 - 10/02/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ROCKFORD IL)
NC
11/05/1999 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NY
03/02/1998 - 11/09/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
03/31/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
08/24/1994 - 04/16/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/24/1994 - 04/16/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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