Unclaimed
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.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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