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 Wellman Orvek is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since 2016. Jordan is registered with the state of New York and Texas. Jordan holds Series 63 and Series 66 securities licenses as well as Series 7 and SIE registrations. Jordan also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jordan is based in Rochester, New York and specializes in helping individuals and families develop a financial plan to meet their goals. Jordan also provides investment advice and portfolio management services. In addition to working with individual clients, Jordan also serves charitable organizations, pension and profit-sharing plans, and corporations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/25/2024 - Present
Ameriprise Financial Services, LLC (Rochester NY)
MD
05/10/2016 - 07/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 05/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Orvek is the right advisor for you? Invested Better is here to help.
