Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Matthew Ramirez is an investment advisor representative at Raymond James Financial Services Advisors, Inc. located in Virginia Beach, VA. Jordan is also registered in 18 states as a broker and an investment advisor representative. Jordan holds a Series 7TO and SIE licenses, and is also licensed to offer financial products in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Missouri, Montana, New Hampshire, New Jersey, North Carolina, South Carolina, Virginia, and has a firm ID of 149018. Jordan has been working in the financial services industry since 2019. Jordan has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and banking or thrift institutions. Jordan is passionate about helping clients reach their financial goals and providing them with the guidance and support they need.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
02/14/2020 - Present
Raymond James Financial Services Advisors, Inc. (Virginia Beach VA)
BOTH
Issued 02/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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