Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Palmer is a financial advisor at Cuso Financial Services, LP, with over 5 years of experience in the financial services industry. Jordan has a strong background in financial planning, portfolio management, and investment strategies. Jordan is dedicated to helping clients achieve their financial goals through personalized financial advice and tailored investment solutions. Jordan is committed to providing clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
05/31/2022 - Present
Cuso Financial Services, LP (Salt Lake City UT)
UT
08/06/2020 - 06/15/2022
PRUCO SECURITIES, LLC. (SOUTH JORDON UT)
UT
09/06/2019 - 08/05/2020
MML INVESTORS SERVICES, LLC (Lehi UT)
UT
12/12/2016 - 12/19/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Palmer is the right advisor for you? Invested Better is here to help.
