Unclaimed
Jordan Lee Brown is a financial advisor at Ameriprise Financial Services, LLC. Jordan has been in the financial services industry for over 10 years. Jordan is registered with the state of Iowa and Texas as a Registered Representative and Investment Advisor Representative. Jordan holds Series 7TO, SIE and Series 66 licenses. Jordan also has a background in insurance brokerage and has worked in various capacities in the public and private sectors. Jordan is committed to providing personalized financial advice to individuals, families and 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IA
06/09/2021 - Present
Ameriprise Financial Services, LLC (FORT MADISON IA)
BOTH
Issued 05/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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