Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan A. Victor is a financial advisor who has been in the industry since December 25, 2023. Jordan A. Victor is currently registered with LPL Financial LLC and holds the Series 63, 6TO and SIE licenses. Jordan A. Victor has been registered with the state of Delaware since May 24, 2024. Prior to joining LPL Financial LLC, Jordan A. Victor was employed by J.P. MORGAN SECURITIES LLC from January 4, 2022 to June 2, 2022. Jordan A. Victor has expertise in several areas including: insurance, investments, annuities, mutual funds, and variable products.
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.
1
2
DE
05/24/2024 - Present
LPL Financial LLC (WILMINGTON DE)
DE
01/04/2022 - 06/02/2022
J.P. MORGAN SECURITIES LLC (Newark DE)
BC
Issued 01/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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