Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Chalkley is a registered investment advisor representative with Headland Capital. Jordan has been in the financial industry since 2019. Jordan has experience with both individuals and businesses. Jordan holds Series 66, Series 7TO and SIE licenses. Jordan is registered in South Carolina.
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.
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
SC
01/01/2025 - Present
Headland Capital (MT. PLEASANT SC)
SC
07/01/2021 - 11/29/2023
FIDELITY BROKERAGE SERVICES LLC (MOUNT PLEASANT SC)
VA
07/23/2019 - 03/24/2021
MORGAN STANLEY (RICHMOND VA)
VA
05/20/2019 - 07/09/2019
PRUCO SECURITIES, LLC. (GLEN ALLEN VA)
BOTH
Issued 08/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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