Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Coffey is a financial advisor with Valic Financial Advisors, Inc. Jordan has been in the industry since 2021 and has a Series 66, Series 7TO, and SIE licenses. They specialize in financial planning, portfolio management for individuals, and selection of other advisors. Jordan also recommends wrap accounts to clients.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
IN
04/04/2022 - Present
Valic Financial Advisors, Inc. (CARMEL IN)
IN
08/28/2021 - 12/14/2021
CETERA ADVISORS LLC (CARMEL IN)
BOTH
Issued 04/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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