Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Andrew Ellis is a financial advisor with Wells Fargo Clearing Services, LLC. Jordan is a registered representative in Alabama, Mississippi, and Texas. Jordan has been in the financial services industry since 1995. Jordan has worked for a number of firms in the past, including Southtrust Securities, LLC, Liberty Securities Corporation, and Dean Witter Reynolds Inc. Jordan's specializations include financial planning, portfolio management, and pension consulting. Jordan is committed to providing clients with personalized financial advice that meets their individual needs.
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
AL
09/20/2016 - Present
Wells Fargo Clearing Services, LLC (MOBILE AL)
AL
06/08/1999 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
06/28/1999 - 04/04/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
09/28/1995 - 06/15/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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