Unclaimed
Jordan Honan is an investment advisor representative with KEY Investment Services LLC. Jordan has been in the industry since 2008 and is registered with FINRA and the state of New York. Jordan provides portfolio management services to individual and institutional clients, including charitable organizations, pension and profit sharing plans, and corporations. Jordan specializes in financial planning and portfolio management services. Jordan previously worked as a registered representative at HSBC Securities (USA) Inc. and AXA Advisors, 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/26/2021 - Present
KEY Investment Services LLC (Tonawanda NY)
NY
02/23/2010 - 07/11/2012
HSBC SECURITIES (USA) INC. (LOCKPORT NY)
NY
07/09/2008 - 02/17/2010
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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