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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Hall is a financial advisor with Morgan Stanley, a leading global financial services firm. Jordan has been in the industry since 2021 and holds the Series 7TO, SIE and Series 66 licenses. Jordan specializes in providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Jordan has experience in asset allocation, portfolio management, financial planning, and pension consulting. Jordan is passionate about 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
02/12/2024 - Present
Morgan Stanley (GILBERT AZ)
AZ
05/20/2022 - 02/05/2024
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
AZ
01/01/2021 - 01/26/2022
SECURIAN FINANCIAL SERVICES, INC. (Phoenix AZ)
BOTH
Issued 04/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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