Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Alvarez is a financial professional with Eagle Strategies LLC. Jordan has been working in the financial industry since 2017. Jordan is registered as an Investment Advisor Representative in Michigan, Montana, New York, Ohio, and Texas. Jordan holds the Series 6, 7, 63, and 66 licenses and is also registered with FINRA. Jordan is a financial advisor who specializes in providing financial advice to individuals and corporations. Jordan's specialties include retirement planning, college savings plans, and estate planning. Jordan also offers a range of investment services, such as portfolio management and investment research. 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.
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.
1
2
MI
05/14/2024 - Present
Eagle Strategies LLC (WYOMING MI)
BOTH
Issued 6/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/4/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/7/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/6/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Alvarez is the right advisor for you? Invested Better is here to help.
