Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Char? Claim Your ProfileChar Jordan is an investment professional with over 18 years of experience in the financial services industry. Char has a strong background in securities and investment products. Char's experience includes working with both individuals and institutions. Currently, Char is a registered representative with Allstate Financial Services, LLC in Lincoln, NE. Char also holds the Series 6, 7, 26, 51, and 63 securities licenses and is registered with the state of Florida. Previously, Char was employed with WELLS FARGO INVESTMENTS, LLC and AMERICAN EXPRESS FINANCIAL ADVISORS INC..
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.
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.
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2
NE
11/03/2008 - Present
Allstate Financial Services, LLC (Lincoln NE)
TX
12/01/2005 - 08/31/2006
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
CA
02/27/2003 - 04/05/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
06/12/2000 - 05/29/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/2000 - 05/29/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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