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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 Harris Sheiner is a Certified Financial Planner™ and an Investment Advisor Representative with CIBC Private Wealth Advisors, Inc. Jordan has been in the financial services industry since 2012, and is registered in nine states: Arizona, California, Florida, Georgia, Illinois, Michigan, New Jersey, New York and North Carolina. Jordan is a dedicated advisor committed to providing his clients with financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
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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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
03/16/2022 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IA
Issued 08/15/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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