Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Howd is a financial advisor registered with Valmark Advisers, Inc. Jordan is a Certified Financial Planner® professional. Jordan has been in the financial industry since July 2009. Jordan has Series 7, Series 63, and SIE licenses. Jordan is licensed to provide financial advice in Ohio. Jordan is also registered with the state of Ohio. Jordan is currently employed by Valmark Advisers, Inc., located in Richfield, Ohio. Jordan previously worked for Valmark Securities, Inc. Jordan offers a variety of services including Financial Planning, Investment Advisory, Retirement Planning, and Pension Consulting. Jordan also offers other investment advisory services. Jordan has a strong track record of success in helping clients achieve their financial goals. Jordan is committed to providing his clients with the highest level of personalized service.
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.
Strategic management for diversified investment portfolios.
Consulting
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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2
OH
12/02/2023 - Present
Valmark Advisers, Inc. (Richfield OH)
OH
07/01/2009 - 11/01/2022
VALMARK SECURITIES, INC. (RICHFIELD OH)
BC
Issued 07/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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