Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Alan Letendre is a Certified Financial Planner® with Grimes & Company, Inc. and has over 10 years of experience in the financial services industry. Jordan is registered to provide investment advice in Massachusetts and Texas. Jordan is a member of the Financial Planning Association of MA and an Investment Committee Member for St Joseph's Abbey. Jordan specializes in providing financial planning services to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
06/27/2017 - Present
Grimes & Company, Inc. (WESTBOROUGH MA)
IA
Issued 04/14/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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