Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan David Urshan is a financial advisor with Osaic Wealth, Inc. Jordan has been in the industry since 2010 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Jordan is a Certified Financial Planner and has a comprehensive understanding of investment strategies, retirement planning, and estate planning. Jordan is committed to helping clients achieve their financial goals.
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.
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2
MN
06/20/2024 - Present
Osaic Wealth, Inc. (HERMANTOWN MN)
MN
08/17/2010 - 06/14/2024
SECURITIES AMERICA, INC. (HERMANTOWN MN)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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