Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Topal is an investment advisor representative who has been active in the industry since 2014. Jordan Topal is a Chartered Financial Analyst and holds the Series 65 license. Jordan Topal currently works at Wells Fargo Investment Institute, Inc., a firm with over 20,000 accounts and over 44 billion dollars in assets under management. Jordan Topal has a broad client base including high-net-worth individuals, trusts and family accounts, corporations, and government entities.
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.
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.
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NC
12/16/2021 - Present
Wells Fargo Investment Institute, Inc. (Raleigh NC)
IA
Issued 08/25/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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