Unclaimed
Jordan Louis Gagliola is a financial advisor with Grove Point Investments, LLC. Jordan has been in the financial services industry since April 19, 2018. Jordan is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Connecticut, Florida, Indiana, Massachusetts, New York, North Carolina, South Carolina, Texas and Vermont. Jordan holds the Series 6, Series 63, and SIE licenses. Jordan is also a registered representative of Grove Point Investments, LLC.
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.
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.
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2
CT
11/21/2018 - Present
Grove Point Investments, LLC (Ansonia CT)
CT
11/14/2016 - 02/07/2017
NYLIFE SECURITIES LLC (STRATFORD CT)
CT
04/25/2016 - 08/31/2016
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
BC
Issued 04/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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