Unclaimed
Jordan Andrew Vena is a financial professional with over seven years of experience in the securities industry. Jordan is currently registered with Exchangeright Securities, LLC and holds the Series 66, Series 7, and SIE licenses. Jordan is licensed in California, Hawaii, and Nevada. Prior to joining Exchangeright Securities, LLC, Jordan worked for Lighthouse Capital Group, LLC. Jordan has a proven track record of providing personalized financial advice to individual investors.
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.
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.
1
2
CA
03/06/2023 - Present
Exchangeright Securities, LLC (Pasadena CA)
CA
04/27/2016 - 01/11/2024
LIGHTHOUSE CAPITAL GROUP, LLC (PASADENA CA)
BOTH
Issued 08/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Vena is the right advisor for you? Invested Better is here to help.