linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jordan Leo Andre

Healthcare Community Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jordan? Claim Your Profile

About Jordan Leo Andre

Jordan Andre is a financial advisor with Healthcare Community Securities Corp. based in RENSSELAER, NY. Jordan has been in the industry since 2018 and holds several licenses and designations, including Series 63, 66, 7 and 24. Jordan also holds the Certified Financial Planner designation. The advisor is registered to provide investment advice in New York and Pennsylvania. Jordan's experience includes working with clients in the banking and insurance industries.

Firm Information

Jordan Andre is currently registered with Healthcare Community Securities Corp.. Healthcare Community Securities Corp., established in 1993, is a New York-based Corporation that offers pension consulting and portfolio management for businesses. The firm manages over $3.9 billion in assets, primarily for pension and profit-sharing plans. They are registered with the SEC and in four states, including Massachusetts, New Jersey, New York, and Pennsylvania.
Healthcare Community Securities Corp.

ONE EMPIRE DRIVE

RENSSELAER, NY 12144

$3.92B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jordan Andre’s Registration & Firm History

NY

09/09/2021 - Present

Healthcare Community Securities Corp. (RENSSELAER NY)

NY

06/01/2018 - 05/01/2019

MERCER ALLIED COMPANY, L.P. (ALBANY NY)

Not sure if Jordan Leo Andre is right for you?

Licenses & Designations

BC

Issued 08/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/28/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2024

Series 24 - General Securities Principal Examination

BC

Issued 11/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Leo Andre.
Not sure if Jordan Leo Andre is right for you?