Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gordon is a financial advisor registered with both LPL Financial LLC and Redwood Financial Network. William has been working in the financial industry since May 22, 1995 and is registered in over 20 states across the country. William works with a variety of clients including individuals, businesses, and charitable organizations. He provides financial planning, investment management, and other advisory services. William is also a registered investment advisor with Redwood Financial Network. William Gordon is dedicated to providing his clients with the personalized attention and guidance they need to 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.
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.
Consulting and other non-discretionary advisory services
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
OH
09/06/2005 - Present
LPL Financial LLC (SOLON OH)
OH
07/03/2001 - 09/08/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
07/03/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
05/11/1995 - 06/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/12/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Gordon is the right advisor for you? Invested Better is here to help.
