Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Alexander Lawson is a financial advisor associated with Ameriprise Financial Services, LLC. Jordan has been in the industry since May 7, 2019. Jordan is registered with the state of Pennsylvania as an Investment Advisor Representative. Jordan holds Series 66, Series 7TO and SIE securities licenses. Jordan offers investment advisory services, such as portfolio management, financial planning, educational seminars, publication of periodicals, selection of other advisors, asset allocation services, pension consulting and portfolio management for businesses and individuals. Jordan works with clients of all types, including individuals, high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Asset allocation 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
PA
07/25/2019 - Present
Ameriprise Financial Services, LLC (CAMP HILL PA)
BOTH
Issued 07/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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