Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Anderson is a financial advisor who has been in the industry since January 5, 2004. Jordan is currently registered with Wells Fargo Clearing Services, LLC in New York and Oklahoma. Previously, Jordan has worked at J.P. Morgan Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Edward Jones. Jordan has passed Series 7, Series 10, Series 24, Series 63, and Series 66 exams and holds a SIE designation. Jordan specializes in investments for individuals, corporations, 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.
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
OK
01/04/2023 - Present
Wells Fargo Clearing Services, LLC (EDMOND OK)
OK
10/07/2016 - 12/20/2022
J.P. MORGAN SECURITIES LLC (Oklahoma City OK)
OK
08/28/2013 - 09/01/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (STILLWATER OK)
MD
06/09/2009 - 07/29/2013
TD AMERITRADE, INC. (LUTHERVILLE MD)
TX
01/23/2004 - 05/27/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MO
08/26/2003 - 11/26/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative 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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