Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Barck is a registered representative with Wells Fargo Clearing Services, LLC, a well-established firm with a vast range of financial services offerings. Jordan has been in the industry for over 2 years and has a strong background in investment advisory services. Jordan has earned several licenses and certifications including the Series 7TO, Series 63, and Series 66 exams. Jordan has a proven track record of helping clients reach 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.
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.
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2
VA
09/28/2022 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
TX
08/05/2021 - 07/18/2022
EQUITABLE ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 06/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2021
SIE - Securities Industry Essentials 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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