Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Phelps-castro is a financial professional with a focus on providing investment advice. Jordan is registered with Northwestern Mutual Investment Services, LLC and has been in the industry for 2 years. They are licensed to provide investment advice in all 50 states. Jordan holds Series 7TO, SIE, 63, and 66 licenses and is committed to providing their clients with the highest level of service and expertise.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
12/16/2024 - Present
Northwestern Mutual Investment Services, LLC (North Miami FL)
BOTH
Issued 07/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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