Unclaimed
Christopher Jordan is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Christopher Jordan has been a registered representative in the financial services industry since 2008. Christopher Jordan has held previous positions at Morgan Keegan & Company, Inc. and NYLIFE Securities LLC. Christopher Jordan specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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
TX
06/19/2015 - Present
Cetera Investment Advisers LLC (LANCASTER TX)
TN
10/12/2009 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TX
07/03/2008 - 06/29/2009
NYLIFE SECURITIES LLC (DALLAS TX)
BOTH
Issued 06/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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