Unclaimed
Jordan Volk is a financial professional with over 30 years of experience in the financial services industry. Jordan has been registered with Variable Investment Associates, Inc. since September 2020. Prior to that, Jordan was with Ameritas Investment Company, LLC and Sammons Securities Company, LLC. Jordan holds the Series 6, Series 22, Series 63, and Series 65 licenses, as well as the SIE exam. Jordan has been registered in several states, including Indiana, Minnesota, North Dakota, Ohio, South Dakota, and Virginia.
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
SD
09/09/2020 - Present
Variable Investment Associates, Inc. (TEA SD)
SD
02/05/2013 - 09/08/2020
AMERITAS INVESTMENT COMPANY, LLC (Sioux Falls SD)
SD
08/02/2010 - 11/29/2012
SAMMONS SECURITIES COMPANY, LLC (SIOUX FALLS SD)
SD
04/25/2006 - 07/19/2010
WOODBURY FINANCIAL SERVICES, INC. (SIOUX FALLS SD)
SD
12/19/2005 - 05/10/2006
USALLIANZ SECURITIES, INC. (SIOUX FALLS SD)
MN
01/05/2000 - 12/07/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
05/12/1988 - 12/31/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
08/25/1986 - 05/19/1988
LUTHERAN BROTHERHOOD SECURITIES CORP.
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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