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Jordan Elizabeth Omalley

American Portfolios Financial Services, Inc.

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About Jordan Elizabeth Omalley

Jordan Elizabeth Omalley is a financial professional associated with American Portfolios Financial Services, Inc., based in Riverhead, NY. Jordan has a Series 6TO and a SIE. Jordan has been in the industry for approximately 4 years and is licensed with FINRA.

Firm Information

Jordan Omalley is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jordan Omalley’s Registration & Firm History

NY

05/10/2021 - Present

American Portfolios Financial Services, Inc. (RIVERHEAD NY)

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Licenses & Designations

BC

Issued 05/10/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Elizabeth Omalley.
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