Unclaimed
Alexander Jordan is a financial advisor with Cetera Investment Advisers LLC. Alexander Jordan is licensed to provide financial advice in New York, Texas and other states. He has been in the industry since January 2, 2017. Cetera Investment Advisers LLC is a financial advisory firm headquartered in Schaumburg, IL, with licensed agents in numerous states. The firm's primary focus is providing financial planning, pension consulting, and portfolio management services to both businesses and individuals. Cetera Investment Advisers LLC has a significant client base, with over 16618 clients and over 104 billion dollars in assets under management.
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.
1
2
NY
09/03/2024 - Present
Cetera Investment Advisers LLC (BUFFALO NY)
BOTH
Issued 4/3/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/3/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Jordan is the right advisor for you? Invested Better is here to help.