Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Lutz is an investment advisor representative, licensed with W&S Brokerage Services, Inc. and registered in 18 states across the United States. Jordan has been in the financial services industry since 2019 and holds Series 6, 26, 63 and 65 securities licenses, along with the SIE exam. Jordan is a full-time agency manager at Western Southern Life. Jordan specializes in providing financial advice to individuals, with a focus on portfolio management.
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.
Helps you choose top advisors aligned with your financial 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
OH
07/13/2020 - Present
W&S Brokerage Services, Inc. (GROVE CITY OH)
BC
Issued 10/03/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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