Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jordan is a financial advisor with over 30 years of experience in the industry. Christopher is a registered representative of LPL Financial LLC and an investment advisor representative of Lexco Wealth Management, Inc. Christopher has a wide range of experience, including providing financial planning, consulting, and portfolio management services. Christopher is dedicated to providing personalized service to clients and helping them 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.
Consulting and other non-discretionary advisory services
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.
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2
NY
11/29/2017 - Present
LPL Financial LLC (TARRYTOWN NY)
CT
02/22/2000 - 11/29/2017
NATIONAL PLANNING CORPORATION (GREENWICH CT)
AZ
11/01/1995 - 02/25/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/27/1992 - 11/02/1995
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
PA
05/07/1991 - 04/24/1992
CIGNA SECURITIES, INC. (RADNOR PA)
BOTH
Issued 09/29/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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