Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Eiler is a financial advisor with over 13 years of experience in the industry. Jordan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, CA. Previously, Jordan held positions at BBVA Securities Inc. and Wells Fargo Advisors, LLC. Jordan holds the Series 7, 63, 66 and SIE licenses, which allows Jordan to provide a full range of financial services to individuals, families, and businesses. Jordan is committed to helping clients achieve their financial goals and providing them with the personalized service they deserve.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
10/02/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
05/16/2013 - 05/07/2021
BBVA SECURITIES INC. (IRVINE CA)
CA
02/07/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (IRVINE CA)
CA
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (DEL MAR CA)
CA
06/28/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DEL MAR CA)
BC
Issued 03/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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