Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan M Galvin is a registered investment advisor representative with Galvin, Gaustad & Stein, LLC, headquartered in Scottsdale, Arizona. Jordan has been in the financial services industry since 2010 and holds Series 63, 65 and 7 licenses. Jordan’s experience is focused on providing financial planning and portfolio management services to individuals, corporations, and retirement plans. Prior to joining Galvin, Gaustad & Stein, LLC, Jordan held positions at Foothill Securities, Inc, Commonwealth Financial Network, and Charles Schwab & Co., Inc.
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.
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.
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.
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AZ
02/22/2022 - Present
Galvin, Gaustad & Stein, LLC (SCOTTSDALE AZ)
AZ
03/09/2015 - 12/13/2016
FOOTHILL SECURITIES, INC. (SCOTTSDALE AZ)
CA
11/02/2012 - 03/05/2015
COMMONWEALTH FINANCIAL NETWORK (ANAHEIM HILLS CA)
AZ
04/06/2011 - 09/28/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
GA
09/17/2010 - 03/29/2011
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 06/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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