Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Freund is an Investment Advisor Representative associated with Beacon Pointe Advisors, LLC in Newport Beach, California. Jordan holds a Series 65 license to provide investment advisory services and a Series 7TO license to conduct general securities business. Jordan has experience in the financial services industry, having previously worked with RBC Wealth Management and UBS Financial Services. Jordan also has experience working with Pacific Edge Advisors and Bank of New York Mellon.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
CA
01/29/2024 - Present
Beacon Pointe Advisors, LLC (Newport Beach CA)
CA
06/06/2023 - 02/07/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
OR
03/08/2022 - 01/03/2023
RBC CAPITAL MARKETS, LLC (BEND OR)
OR
12/06/2021 - 03/15/2022
UBS FINANCIAL SERVICES INC. (BEND OR)
BC
Issued 02/01/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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