Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Litz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jordan has been working in the industry since 2008 and has been registered with the state of New Jersey since 2012. Jordan has a wide range of experience in the financial services industry and holds several licenses including Series 6, 7, 9, 10, 63 and 65. Jordan also holds licenses in 50 states. Jordan is a partner in a non-investment related company called Our Connection, LLC. Jordan also provides advisory services such as performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
04/12/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
11/02/2007 - 01/30/2012
PNC INVESTMENTS (FLEMINGTON NJ)
IA
Issued 03/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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