Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Allan is a financial advisor who has been in the industry since July 30, 2021. Jordan is currently registered with Wells Fargo Clearing Services, LLC and is licensed in California, Massachusetts, South Carolina, and Texas. Previously, Jordan worked at Ameriprise Financial Services, LLC and Wells Fargo Clearing Services, LLC. Jordan has passed the Series 7TO, SIE and Series 66 exams and has a total of 11 approved registrations with the Financial Industry Regulatory Authority (FINRA) and state regulators. Jordan specializes in providing financial advice to high-net-worth individuals, corporations, and other 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
TX
04/15/2024 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
10/15/2021 - 04/18/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Houston TX)
TX
05/01/2021 - 07/15/2021
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
BOTH
Issued 11/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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