Unclaimed
Jordan Yuhanna is a financial professional currently registered with Transamerica Capital, Inc., in Saint Petersburg, FL. Jordan has been in the financial industry since November 8, 2020, and has passed both the Series 6TO and SIE exams. Previously, Jordan worked at Trinity Wealth Securities, L.L.C. in Tampa, FL.
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.
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.
1
2
FL
11/17/2020 - Present
Transamerica Capital, Inc. (St. Petersburg FL)
FL
09/25/2019 - 10/02/2019
TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)
BC
Issued 09/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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