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 Miller is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. in Bettendorf, Iowa. Jordan has been in the financial services industry since 2015 and is licensed to provide financial advice in Arizona, Florida, Illinois, Iowa, Missouri and is registered with the Iowa Securities Industry. Jordan has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jordan offers a range of services including financial planning, pension consulting, educational seminars, and portfolio management.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
08/12/2024 - Present
Cambridge Investment Research Advisors, Inc. (Bettendorf IA)
IA
09/17/2015 - 08/27/2024
LPL FINANCIAL LLC (MUSCATINE IA)
BOTH
Issued 10/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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