Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Harry Soclof is an investment advisor representative with Farther Finance Advisors in San Francisco, CA. Jordan is licensed in New York and has been in the industry since September 2020. Jordan has been registered with Farther since February 2022, previously working with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from September 2020 to February 2022.
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.
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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CA
02/12/2022 - Present
Farther (SAN FRANCISCO CA)
NY
09/25/2020 - 02/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROOKLYN NY)
BOTH
Issued 10/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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