Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Jordan is a financial advisor with over a decade of experience in the industry. Currently, Andrew is a registered representative of LPL Financial LLC, a national financial services firm. Prior to joining LPL Financial LLC, Andrew worked at several other financial institutions including PNC Investments, TIAA-CREF Individual & Institutional Services, LLC, Fifth Third Securities, Inc., and Allstate Financial Services, LLC. Andrew holds the Series 6, 7, and SIE licenses and has a strong understanding of various financial products and services.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
08/04/2021 - Present
LPL Financial LLC (FORT MILL SC)
MA
03/18/2020 - 06/25/2021
LPL FINANCIAL LLC (CHELMSFORD MA)
VA
11/11/2019 - 03/05/2020
INDEPENDENT FINANCIAL GROUP, LLC (RICHMOND VA)
VA
03/28/2018 - 06/29/2018
PNC INVESTMENTS (VIRGINIA BEACH VA)
NC
06/30/2015 - 03/18/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
04/04/2014 - 06/15/2015
FIFTH THIRD SECURITIES, INC. (HARRISBURG NC)
NC
01/08/2014 - 03/11/2014
PNC INVESTMENTS (GASTONIA NC)
NC
01/11/2012 - 01/10/2014
FIFTH THIRD SECURITIES, INC. (HUNTERSVILLE NC)
NC
07/06/2007 - 01/29/2008
ALLSTATE FINANCIAL SERVICES, LLC (SWANNANOA NC)
IL
02/06/2006 - 05/15/2007
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
05/27/2004 - 06/03/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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