Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Ireland is an active financial advisor with over 15 years of experience in the financial services industry. Jordan has held positions with Pruco Securities, LLC., Principal Securities, Inc. and now currently with Osaic Wealth, Inc. Jordan holds the Series 6, 7TO, 63, and 65 securities licenses and is registered in 19 states. Jordan offers a variety of financial services to individuals, businesses, and organizations, including financial planning, portfolio management, and pension consulting. Jordan is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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
SD
11/27/2023 - Present
Osaic Wealth, Inc. (DAKOTA DUNES SD)
IA
01/22/2019 - 11/30/2023
PRUCO SECURITIES, LLC. (Sioux City IA)
IA
07/02/2008 - 02/04/2019
PRINCIPAL SECURITIES, INC. (SIOUX CITY IA)
IA
Issued 10/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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