Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Richard Jordan is a registered investment advisor representative with State Farm Investment Management Corp. Charles has been in the securities industry since February 2022. Charles has passed the Series 63, Series 65, Series 6TO and SIE exams. Charles is registered with the state of Arizona as an investment advisor representative. Charles has experience with investment companies and has a client base of 1 investment company with over $10 Billion 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/15/2022 - Present
State Farm Investment Management Corp. (Mesa AZ)
IA
Issued 08/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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