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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Christopher Maruszak is a financial advisor with Csenge Advisory Group, LLC in Clearwater, FL. Jordan has been in the financial services industry since 2011 and has experience working with various firms such as Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., Cetera Investment Services LLC and Hancock Whitney Investment Services, Inc. Jordan holds the Series 6, 7, 63, 66 licenses as well as the SIE exam and is a Certified Financial Planner. Jordan primarily focuses on providing financial planning and portfolio management services for individuals, high-net-worth individuals, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
FL
01/03/2023 - Present
Csenge Advisory Group, LLC (CLEARWATER FL)
AL
04/14/2020 - 03/14/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (MOBILE AL)
MS
12/08/2017 - 04/13/2020
CETERA INVESTMENT SERVICES LLC (RIDGELAND MS)
AL
09/28/2015 - 09/12/2017
CHARLES SCHWAB & CO., INC. (BIRMINGHAM AL)
AL
07/01/2011 - 09/09/2015
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM AL)
MS
01/06/2011 - 02/16/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSON MS)
BOTH
Issued 03/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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