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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Farnham is a financial advisor with Cetera Investment Advisers LLC, an investment advisory firm headquartered in Schaumburg, Illinois. Cetera Investment Advisers LLC has approximately 16,618 clients and manages about $104 billion in assets. Jordan is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jordan is licensed to provide investment advice in New Jersey and New York. Jordan specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jordan has been in the financial services industry since June 30, 2016. Prior to joining Cetera Investment Advisers LLC, Jordan was employed by Foresters Financial Services, Inc., a financial services firm headquartered in Cheektowaga, New York.
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.
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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2
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (CHEEKTOWAGA NY)
NY
07/01/2016 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
IA
Issued 7/9/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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