Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Eli Potter is a financial advisor with Thrivent Investment Management Inc. Jordan has been in the industry since May 24, 2023 and is registered in California, Michigan, Nevada, and Oregon. Jordan holds the Series 63, Series 6TO, and SIE licenses and specializes in Financial Planning and Portfolio Management for Individuals. Jordan's primary office location is in Reno, NV.
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.
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.
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NV
05/25/2023 - Present
Thrivent Investment Management Inc. (RENO NV)
BC
Issued 03/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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