Unclaimed
Jordan Christina Fandry is a financial advisor registered with Alliancebernstein LP. Jordan has been in the financial services industry since 2019 and has a strong background in financial planning. Jordan holds the Series 63, Series 65, Series 7TO and SIE licenses. Jordan is also a Certified Financial Planner. Alliancebernstein LP is a large firm with over $651 billion in assets under management. The firm provides a variety of services, including financial planning, investment management, and asset allocation.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
03/06/2023 - Present
Alliancebernstein LP (HOUSTON TX)
BC
Issued 05/22/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jordan Fandry is the right advisor for you? Invested Better is here to help.