Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Jordan is a financial professional with over seven years of experience in the financial services industry. Alexander is a registered representative of Cetera Investment Advisers LLC and is licensed to offer investment advice in several states. He is also a Certified Financial Planner. In addition to his work with Cetera, Alexander has worked as an insurance agent for various companies, helping clients with their life, health, and disability insurance needs. He also has a background in insurance brokerage and is involved in the management of fixed insurance sales and underwriting. Alexander is committed to providing his clients with personalized financial advice and guidance, helping them 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.
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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NY
09/03/2024 - Present
Cetera Investment Advisers LLC (BUFFALO NY)
BOTH
Issued 04/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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