Unclaimed
Jordan Katsuji Yoshitake is an investment advisor representative with Pruco Securities, LLC. Jordan has been in the industry since 2012 and is registered in Arizona, California, Florida, Hawaii, Nevada, Oregon, and Texas. Jordan holds a Series 6, Series 26, Series 63, and Series 65 license. Jordan has been affiliated with Pruco Securities, LLC since 2012. Jordan specializes in working with individuals and other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
CA
01/05/2021 - Present
Pruco Securities, LLC (SHERMAN OAKS CA)
CA
05/07/2012 - 10/12/2020
PRUCO SECURITIES, LLC. (EL SEGUNDO CA)
IA
Issued 05/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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