Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Halloran is a financial advisor with over 7 years of experience in the industry. Jordan is registered with Stonex Advisors Inc. and holds the Series 7, Series 66 and SIE licenses. Stonex Advisors Inc. is a registered investment advisor firm that provides financial consulting services, financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisors. The firm has offices in Prattville and Birmingham, Alabama. Jordan specializes in providing investment advice to high-net-worth individuals, businesses, and charitable organizations.
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.
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.
Financial consulting services
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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2
AL
08/31/2018 - Present
Stonex Advisors Inc. (Prattville AL)
AL
05/03/2016 - 09/21/2018
LPL FINANCIAL LLC (MONTGOMERY AL)
BOTH
Issued 06/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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