Unclaimed
Jordan Schulze is a financial professional with over 10 years of experience in the industry. Jordan is currently registered with Jackson National Life Distributors LLC in Franklin, TN. Previously, Jordan has held positions with T. Rowe Price Investment Services, Inc. in Owings Mills, MD, and Jackson National Life Distributors LLC in Franklin, TN. Jordan holds Series 6, 7 and 63 licenses as well as the SIE exam. Jordan has experience working with clients in Delaware, Maryland, and Pennsylvania.
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.
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.
1
2
TN
07/11/2018 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
MD
12/15/2017 - 07/09/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
TN
04/10/2012 - 11/17/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CO
05/03/2010 - 12/06/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENWOOD VLG CO)
BC
Issued 07/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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