Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Allen Webb is a financial advisor with Credit Union Investment Services, providing financial services to members of the State Employees' Credit Union since 2013. Jordan is also a registered representative with SECU Brokerage Services. Jordan's experience includes providing financial services to a wide range of clients, including individuals, families, and businesses. Jordan is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NC
04/05/2021 - Present
Credit Union Investment Services (Charlotte NC)
IA
Issued 04/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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