Unclaimed
Christopher Jordan is a financial advisor with Cetera Investment Advisers LLC. Christopher has been in the financial industry since February 6, 2010. Christopher holds licenses in various states including Texas, where Christopher is registered as an investment advisor representative. Christopher also holds the Series 6, 7, and 66 licenses. In addition to Christopher's financial advisor role, Christopher is also part owner of MJD Enterprises LLC, a rental property company, and invests in a private investment, StackPath, LLC (SPI), a Security as a Platform company in connection with DH Capital. Christopher is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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 6/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 7/2/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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