Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamal? Claim Your ProfileJamal Jordan is an investment advisor representative currently working for Ally Invest Advisors, a firm that focuses on providing investment advice to individuals and high-net-worth clients. Jamal has been in the financial services industry since 2006 and holds the Series 7, Series 24, Series 63, Series 65, and Series 99TO licenses. Jamal is also a Chartered Financial Consultant. Previous firms that Jamal was associated with include Equitable Advisors, LLC and Merrill Lynch. Jamal is based out of Charlotte, North Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
05/24/2022 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
11/05/2014 - 04/21/2022
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
NC
10/23/2009 - 10/13/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
04/01/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
11/02/2006 - 03/11/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
IA
Issued 02/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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