Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Edwards is a financial advisor with LPL Financial LLC, located in EDMOND, OK. Jordan has been in the industry since 2021 and is licensed to provide financial advice in 11 states, including California, Colorado, Florida, Missouri, New York, North Carolina, Oklahoma, Texas, and Washington. Jordan specializes in providing investment advice for individuals, businesses, retirement planning, and investment clubs. Jordan is passionate about helping clients achieve their financial goals and believes in a personalized approach to financial planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
05/20/2021 - Present
LPL Financial LLC (EDMOND OK)
BOTH
Issued 02/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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