Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Bunker is a registered representative with LPL Financial LLC. Jordan has been in the securities industry since September 2020. Jordan holds the Series 7TO, Series 66 and SIE exams and is registered with the state of Arizona as a broker-dealer. Jordan is also registered with the state of California as a broker-dealer. Jordan's employment history includes working for Kent State University, Walsh Jesuit High School, and Loyola University Chicago. Jordan is affiliated with FocalPoint Wealth 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
02/03/2022 - Present
LPL Financial LLC (PHOENIX AZ)
BOTH
Issued 02/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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