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 Vasseur is a financial advisor registered with Raymond James & Associates, Inc. Jordan has been in the industry since January 2023 and is currently located in Beverly Hills, CA. Jordan has been registered with the state of California since March 2024, and is also registered in Arizona, Georgia, Ohio, and South Carolina. Before joining Raymond James & Associates, Inc. Jordan was registered with RBC Capital Markets, LLC from January 2023 to March 2024. Jordan has passed the General Securities Representative Examination (Series 7TO), Securities Industry Essentials Examination (SIE), and Uniform Combined State Law Examination (Series 66).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
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2
CA
03/26/2024 - Present
Raymond James & Associates, Inc. (BEVERLY HILLS CA)
CA
01/27/2023 - 03/22/2024
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
BOTH
Issued 03/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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