Unclaimed
Jordan Hunter Bruce is an Investment Adviser Representative and Broker-Dealer registered in Pennsylvania with TLG Advisors, Inc.. Jordan has been working in the financial services industry since 2013. Jordan has experience with wealth management and financial advising for individuals, families, and businesses. Jordan also has experience with pension consulting and placement of institutional funds. Jordan is committed to providing clients with personalized 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.
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.
Placement of institutional funds
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
PA
01/05/2024 - Present
TLG Advisors, Inc. (Pittsburgh PA)
IA
Issued 12/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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