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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Jordan is a financial advisor with Cetera Investment Advisers LLC. Adrian is a registered investment advisor in Idaho and Washington. Adrian has been in the financial services industry since September 2020. Adrian's previous experience includes working with NYLIFE Securities LLC in Spokane, Washington. Adrian holds Series 7, 63, 65 and SIE licenses. Adrian specializes in helping clients with their financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
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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WA
04/05/2023 - Present
Cetera Investment Advisers LLC (SPOKANE WA)
WA
09/23/2020 - 09/28/2022
NYLIFE SECURITIES LLC (SPOKANE WA)
IA
Issued 4/4/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 9/23/2020
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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