Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Gersch is a financial advisor with over 20 years of experience in the industry. Currently, Jordan is a registered representative with UBS Financial Services Inc., where they specialize in a wide range of services including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Jordan has been with UBS since September 2022, bringing a diverse background that includes previous roles at Morgan Stanley and Deutsche Bank Securities Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
09/27/2022 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
CA
05/19/2011 - 10/11/2022
MORGAN STANLEY (San Francisco CA)
CA
04/21/2009 - 05/31/2011
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
03/22/2005 - 04/21/2009
THINKEQUITY LLC (SAN FRANCISCO CA)
NY
07/23/2003 - 03/22/2005
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
NY
06/25/2001 - 11/13/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 06/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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