Gordon Bolster

Registered Investment Advisor at Gordon Bolster Advisors, Llc in Liberty Lake, WA

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Total financial, insurance, and retirement planning for individuals and companies.

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(509) 359-1109

Address

23225 E. Main Avenue in Liberty Lake, WA 99019

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Year started: 2001

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Servicing

Credentials

Licenses

Series 6

The Series 6 license is known as the limited-investment securities license. It allows its holders to sell "packaged" investment products such as mutual funds, variable annuities and unit investment trusts (UITs). As of January 1, 2002

Series 63

The Series 63 license, known as the Uniform Securities Agent license, is required by each state and authorizes licensees to transact business within the state. All Series 6 and Series 7 licensees must carry this license as well. As of January 1, 2002

Series 66

This Series 66 is the newest exam offered by NASAA. In essence, it combines the Series 63 and 65 exams into one 150-minute exam. This test contains no investment material, as the Series 66 license is only available to candidates that are already Series 7 licensed. As of January 1, 2002

Series 7

The Series 7 license is known as the general securities representative (GS) license. It authorizes licensees to sell virtually any type of individual security. As of January 1, 2002

Certifications

Registered Investment Advisor

Fully licensed to write and implement full financial and retirement plans.

Background

Education

Washington State University

Bachelor of Arts Marketing/Business Administration 1976

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Gordon Bolster

About

Contact

Address

Info

Reviews
0 Reviews

Peer Endorsements
0 Endorsements

Best Answers

Servicing

Credentials

Licenses

Series 6

Series 63

Series 66

Series 7

Certifications

Registered Investment Advisor

Background

Education

Washington State University

Personal Finance

Apps for Professionals

Business Services

Simple tools to master your financial life.

Gordon Bolster

About

Contact

Address

Info

Reviews0 Reviews

Peer Endorsements0 Endorsements

Best Answers

Servicing

Credentials

Licenses

Series 6

Series 63

Series 66

Series 7

Certifications

Registered Investment Advisor

Background

Education

Washington State University

Personal Finance

Apps for Professionals

Business Services

Reviews
0 Reviews

Peer Endorsements
0 Endorsements