Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Blake Joseph is a financial professional with over 9 years of experience in the financial services industry. Jordan is currently registered with Citigroup Global Markets Inc. as an Investment Banking Registered Representative. Jordan holds a Series 63, Series 79 and SIE licenses, as well as registrations in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Before joining Citigroup Global Markets Inc., Jordan worked as an advisor at BDO Capital Advisors, LLC. Jordan has a strong track record of providing personalized financial advice and investment management services to clients. Jordan is committed to helping clients achieve their financial goals and is passionate about educating them about financial markets and investment strategies.
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.
Asset allocation advice
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
NY
08/01/2016 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
10/10/2011 - 01/15/2014
BDO CAPITAL ADVISORS, LLC (NEW YORK NY)
BC
Issued 08/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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