Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Tickle is a financial advisor with Concurrent Investment Advisors, LLC. Jordan has been in the industry for over 2 years and holds licenses for Series 66, Series 7 and SIE. Jordan has been a registered representative with both Raymond James Financial Services and Purshe Kaplan Sterling Investments. Jordan is also the owner of Jordan Tickle Photography.
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.
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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2
FL
05/08/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
VA
05/12/2023 - 12/12/2023
PURSHE KAPLAN STERLING INVESTMENTS (Lebanon VA)
VA
02/14/2022 - 05/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Lebanon VA)
BOTH
Issued 03/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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