Unclaimed
Jordan Sirota is a financial advisor at Cetera Investment Advisers LLC. Jordan has been in the financial services industry since November 2021. Jordan is licensed to provide financial advice in Florida, Georgia, New Jersey, North Carolina, and Pennsylvania. Cetera Investment Advisers LLC is a financial firm based in Schaumburg, Illinois. The firm has over 6,000 financial advisors and manages over $100 billion in assets. Cetera Investment Advisers LLC provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
1
2
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (WALL NJ)
NJ
11/10/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)
BOTH
Issued 12/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 9/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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