Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Elizabeth Beck is a financial professional with over 7 years of experience in the financial services industry. Jordan is currently registered with Charles Schwab & CO., Inc. and has a Series 7, Series 9, Series 63, and Series 66 licenses. Jordan previously worked at Fidelity Brokerage Services LLC in THE VILLAGES, FL from 2020 to 2021, and at Charles Schwab & CO., INC. in Jacksonville, FL from 2015 to 2020. Jordan is registered in multiple states, including Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Maryland, Michigan, Minnesota, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, Tennessee, Texas, Virginia, and West Virginia. Jordan specializes in providing financial advice to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
12/24/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
FL
04/15/2020 - 12/16/2021
FIDELITY BROKERAGE SERVICES LLC (THE VILLAGES FL)
FL
05/04/2015 - 04/22/2020
CHARLES SCHWAB & CO., INC. (Jacksonville FL)
BOTH
Issued 10/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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