Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Jordan is a financial advisor with Raymond James Financial Services Advisors, INC. Alan has been in the financial services industry since December 31, 1986 and holds a Series 6, Series 7, and Series 63 licenses, along with the SIE exam. Alan is registered with the Securities and Exchange Commission (SEC) and is also registered with the state of Alabama.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
05/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (Birmingham AL)
FL
09/03/1993 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
08/08/1988 - 09/02/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
10/21/1987 - 08/31/1988
RAY SECURITIES, INC.
NA
12/28/1983 - 10/15/1984
FIRST INVESTORS CORPORATION
IA
Issued 3/7/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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