Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Michael Seegert is a financial advisor with Osaic Wealth, Inc. Jordan has been in the financial services industry since 2009 and has a strong background in providing comprehensive financial planning and investment management services. Jordan holds a Series 63 and Series 65 licenses, which are required to sell securities in the United States. Jordan is also a licensed life insurance agent and offers a variety of life insurance products. Jordan specializes in working with high-net-worth individuals, families, and businesses. Jordan is committed to helping clients achieve their financial goals.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (MONROE MI)
MI
11/30/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MONROE MI)
MI
11/23/2009 - 11/30/2017
SII INVESTMENTS, INC. (DUNDEE MI)
BC
Issued 12/16/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Seegert is the right advisor for you? Invested Better is here to help.
