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 with Wealth Enhancement Advisory Services, LLC. William has been in the financial services industry since August 16, 2000. William holds a Series 7, Series 24, Series 51, and Series 66 licenses. William is also registered with the following states: Florida, Kentucky, Michigan, New York, North Carolina, South Carolina, and Tennessee. William has previously worked at Raymond James Financial Services, Inc. and H.D. Vest Investment Services. William's specialization includes retirement planning, financial planning, estate planning, college savings, and insurance. William's firm, Wealth Enhancement Advisory Services, LLC, is an investment advisory firm based in Plymouth, Minnesota. The firm has over 600 employees and manages over $72 billion in assets. The firm provides financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
SC
10/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (GREENVILLE SC)
SC
09/01/2011 - 09/16/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREER SC)
SC
08/17/2000 - 08/31/2011
H.D. VEST INVESTMENT SERVICES (GREER SC)
BOTH
Issued 08/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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