Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Gordon is a financial advisor at Charles Schwab & Co., Inc. Warren has been in the financial services industry since 2019. Warren holds the Series 3, Series 7TO, and Series 63 licenses, in addition to the SIE designation. Warren is registered to offer securities in 53 states. Warren is committed to providing clients with comprehensive financial advice and helping them reach 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
02/22/2019 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BC
Issued 03/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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