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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Jordan is an active investment advisor representative in the state of California with over 30 years of experience. He is registered with Gold Coast Securities, Inc. and has been with the firm since 2004. His career began in 1991 and he has held previous registrations with NEBS Financial Services, Inc. and LINSCO/PRIVATE LEDGER CORP. Eric has obtained various securities licenses, including Series 6, 7, 24, 63 and 66, as well as the Securities Industry Essentials (SIE) exam.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Gold Coast Securities, Inc. (GOLD RIVER CA)
OH
10/14/2003 - 11/04/2004
NEBS FINANCIAL SERVICES, INC. (CLEVELAND OH)
SC
05/22/1991 - 06/03/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 07/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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