Unclaimed
Jordan Tanis is a financial professional with over 15 years of experience in the industry. Jordan has a strong track record of success in the financial services industry, and is currently affiliated with Northwestern Mutual Investment Services, LLC. Jordan is registered in six states and holds several industry licenses, including the Series 6, Series 63, and SIE exams.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MI
09/22/2008 - Present
Northwestern Mutual Investment Services, LLC (GRAND RAPIDS MI)
BC
Issued 02/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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