Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Grant Perry is a financial advisor with Truist Advisory Services, Inc. Jordan is a registered representative of both FINRA and the state of Maryland. Jordan has been in the industry since December 4, 2019. Prior to Truist Advisory Services, Inc., Jordan worked at BB&T SECURITIES, LLC and T. Rowe Price Investment Services, Inc. Jordan is licensed to provide investment advice in 53 states and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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MD
06/07/2022 - Present
Truist Advisory Services, Inc. (HUNT VALLEY MD)
VA
07/09/2020 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
11/26/2019 - 06/29/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IA
Issued 02/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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