Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Lee Goodrick is a financial advisor with over 30 years of experience in the financial services industry. Jordan is currently registered with LPL Financial LLC in Florida, Illinois, and Texas. Prior to joining LPL Financial LLC, Jordan was a financial advisor at Citigroup Global Markets Inc., Citicorp Investment Services, Banc One Securities Corporation, First Chicago NBD Investment Services, Inc., Hamilton Investments, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Jordan specializes in providing financial advice to individuals, families, corporations, and other businesses. Jordan is committed to helping 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.
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
IL
02/04/2025 - Present
LPL Financial LLC (ARLINGTON HEIGHTS IL)
IL
05/29/2007 - 08/24/2009
CITIGROUP GLOBAL MARKETS INC. (ARLINGTON HGTS. IL)
IL
03/09/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (ARLINGTON HGTS. IL)
IL
02/01/1999 - 03/29/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/06/1995 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
02/16/1994 - 02/01/1995
HAMILTON INVESTMENTS, INC.
MN
11/18/1993 - 03/07/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/18/1993 - 03/07/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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