Unclaimed
Jordan H Shteiwi is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jordan is registered in Ohio and Texas. Jordan has passed the Uniform Combined State Law Examination and has been in the industry since April 2023. Jordan's previous employers include Bank of America, PNC, and Ross Inc. Jordan is a specialist in providing investment services in various categories including Fixed Income, Mutual Funds, Variable Annuities, and Equity. Merrill Lynch, Pierce, Fenner & Smith Inc. is a large financial firm that offers a range of investment products and services to individual and institutional clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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OH
01/03/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
Active
Inactive
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