Unclaimed
Jordan Golz is a financial professional with experience in the industry since 2014. Currently, Jordan is registered with Performance Trust Capital Partners, LLC. Prior to their current role, they worked at Elkhorn Securities, LLC. Jordan holds the Series 66, Series 79, Series 7, and Series 24 licenses. Jordan Golz is currently licensed in Illinois.
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.
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.
1
2
IL
07/09/2018 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
IL
05/22/2014 - 07/09/2018
ELKHORN SECURITIES, LLC (WHEATON IL)
BOTH
Issued 06/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jordan Golz is the right advisor for you? Invested Better is here to help.