Unclaimed
Jordan Bradley is an Investment Advisor Representative registered in Indiana. Jordan has been in the industry for 2 years. Jordan holds a Series 66 license and the Series 7TO and SIE. Jordan works for LPL Enterprise, LLC and is currently registered with the state of Indiana. Jordan also worked at Pruco Securities LLC. In addition to Jordan's investment related activities, Jordan has a job at Shipley's Tavern in Madison, Indiana. Jordan is currently located in Indianapolis, Indiana.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
SC
11/14/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
BOTH
Issued 08/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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