Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Pope is a financial professional with over 10 years of experience in the industry. Jordan Pope is currently registered with Cetera Investment Advisers LLC. Prior to joining Cetera Investment Advisers LLC, Jordan Pope was affiliated with LPL Financial LLC, FBL Marketing Services, LLC, and Cetera Financial Specialists LLC. Jordan Pope has passed the Series 7TO, SIE, and the Uniform Combined State Law Examination. Jordan Pope provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
IA
10/03/2023 - Present
Cetera Investment Advisers LLC (DES MOINES IA)
IA
07/15/2022 - 05/01/2023
LPL FINANCIAL LLC (MARSHALLTOWN IA)
IA
10/21/2021 - 07/06/2022
FBL MARKETING SERVICES, LLC (Keosauqua IA)
IA
10/23/2020 - 09/07/2021
FBL MARKETING SERVICES, LLC (Pella IA)
IA
07/20/2020 - 10/27/2020
CETERA FINANCIAL SPECIALISTS LLC (KNOXVILLE IA)
BOTH
Issued 06/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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