Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Haskell Waxman is a financial advisor with Hightower Advisors, LLC. Jordan has been in the securities industry since 1994. Jordan holds the Series 3, 7, 63 and 65 licenses. Jordan is registered with the states of California, Florida, Illinois, New Jersey, New York and Texas. Jordan's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Goldman, Sachs & Co. Jordan is a financial advisor with a focus on providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
03/18/2021 - Present
Hightower Advisors, LLC (Boca Raton FL)
NY
01/28/2002 - 03/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/26/1994 - 02/04/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 02/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 3 - National Commodity Futures Examination
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Waxman is the right advisor for you? Invested Better is here to help.
