Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Arave is a financial advisor with Creative Planning. Jordan has been in the financial services industry for over 11 years. Jordan has licenses in Georgia and Texas and is also a Certified Financial Planner. Jordan has previously worked at USAA Financial Advisors, Inc. and Wells Fargo Advisors, LLC. Jordan has experience working with high-net-worth individuals, corporations, and institutions. Jordan provides financial planning, portfolio management, and pension consulting services. Jordan has a strong commitment to providing clients with personalized financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
03/31/2020 - Present
Creative Planning (Canton GA)
GA
07/03/2013 - 09/23/2016
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
UT
01/03/2011 - 06/26/2013
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
11/09/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
05/09/2007 - 01/29/2009
PARK AVENUE SECURITIES LLC (MURRY UT)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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