Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Faerber is a financial advisor with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Jordan has been working in the industry since 2013 and holds both Series 63 and Series 65 licenses. They also have a Series 7TO license and is a Certified Financial Planner. Jordan provides investment advice through Cornerstone Wealth Management, LLC, a firm that is independent from LPL Financial.
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
MO
09/13/2021 - Present
LPL Financial LLC (WASHINGTON MO)
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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