Unclaimed
Ernest Lino Jordan is a financial advisor with Stonex Advisors Inc. based in Birmingham, Alabama. Ernest has been in the financial services industry since 1987. Ernest is registered with the Securities and Exchange Commission as an investment advisor representative and has a Series 63 and Series 65 license. Ernest is also a Registered Principal in Alabama. Ernest has been with Stonex Advisors Inc. since 2017. Prior to that, Ernest was employed by First Allied Securities, Inc., ING Financial Advisors, LLC, ING Financial Partners, Inc., MetLife Securities Inc., PlanMember Securities Corporation, Symetra Investment Services, Inc., VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, Copeland Equities, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Ernest Jordan provides financial planning, portfolio management, and other services to individuals, corporations, and charitable organizations.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
10/06/2017 - Present
Stonex Advisors Inc. (Birmingham AL)
AL
08/25/2015 - 10/10/2017
FIRST ALLIED SECURITIES, INC. (BIRMINGHAM AL)
CT
06/25/2013 - 04/10/2014
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
06/25/2013 - 04/10/2014
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
AL
08/12/2011 - 04/17/2013
METLIFE SECURITIES INC. (BIRMINGHAM AL)
GA
02/01/2011 - 08/08/2011
PLANMEMBER SECURITIES CORPORATION (ALPHARETTA GA)
WA
02/10/2009 - 02/01/2011
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
GA
10/02/1997 - 06/05/2007
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
TX
07/22/1994 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NJ
02/25/1992 - 06/28/1994
COPELAND EQUITIES, INC. (SOMERSET NJ)
IN
07/18/1989 - 03/24/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/18/1989 - 03/24/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
01/06/1984 - 06/20/1989
THE VARIABLE ANNUITY MARKETING COMPANY
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/25/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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