Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Daniel Smith is a registered representative with Northwestern Mutual Investment Services, LLC. Jordan holds a Series 6, Series 7TO and Series 63 license. Jordan has been in the financial services industry since June 2012. Jordan is registered in Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Kentucky, Michigan, Missouri, Nebraska, North Carolina, and Pennsylvania. The firm has a main office in Milwaukee, Wisconsin, with an office in Ankeny, Iowa.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IA
06/07/2012 - Present
Northwestern Mutual Investment Services, LLC (Ankeny IA)
BC
Issued 11/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Smith is the right advisor for you? Invested Better is here to help.
