Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Timmer is a financial advisor who has been in the industry since January 5, 2012. Jordan is currently registered with Cetera Investment Advisers LLC in Michigan and Texas. Jordan has been working with clients in Caledonia, Michigan since September 2011 and has experience working with clients in various states, including Michigan, Texas, Illinois, and California. Jordan offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Jordan is also an Insurance Agent who sells life and annuities.
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
MI
03/21/2024 - Present
Cetera Investment Advisers LLC (CALEDONIA MI)
MI
01/06/2012 - 11/30/2012
SECURITIES SERVICE NETWORK, INC. (CALEDONIA MI)
BOTH
Issued 12/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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