Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Joseph Hopp is a financial advisor with over 10 years of experience in the industry. Jordan currently works at LPL Financial LLC in Waukesha, WI. Before joining LPL Financial LLC, Jordan was a registered representative at SII INVESTMENTS, INC. in Waukesha, WI and Ameriprise Financial Services, Inc. in West Bend, WI. Jordan holds the Series 66, Series 24, SIE, and Series 7 licenses. Jordan is registered to provide investment advice in Wisconsin, Indiana, and Utah.
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.
Consulting and other non-discretionary advisory services
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.
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2
WI
02/14/2018 - Present
LPL Financial LLC (WAUKESHA WI)
WI
02/08/2013 - 02/14/2018
SII INVESTMENTS, INC. (WAUKESHA WI)
WI
06/21/2012 - 02/13/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WEST BEND WI)
BOTH
Issued 08/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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