Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barksdale? Claim Your ProfileBarksdale Jordan has been a registered investment advisor for over 40 years. Jordan began his career with The Lincoln National Life Insurance Company in 1983. Jordan holds a Series 63, Series 65, Series 7, and Series 1. Jordan is currently affiliated with Stifel, Nicolaus & Company, Inc. which provides financial planning, pension consulting, and portfolio management 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.
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.
1
2
FL
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (PENSACOLA FL)
FL
10/01/1999 - 08/14/2009
UBS FINANCIAL SERVICES INC. (PENSACOLA FL)
NY
03/27/1996 - 10/15/1999
J.C. BRADFORD & CO. (NEW YORK NY)
IN
01/26/1983 - 01/10/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/26/1983 - 01/10/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
04/05/1990 - 08/02/1990
DERAND/PENNINGTON/BASS, INC.
NA
01/26/1983 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
12/04/1978 - 01/04/1983
UNITED CAPITAL SECURITIES, INC.
IA
Issued 11/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/04/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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