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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 Miles Silverman is an investment advisor representative associated with UBS Financial Services Inc., in Austin, Texas. Jordan has been in the securities industry since October 8, 2002 and has been registered with the Securities and Exchange Commission (SEC) since February 22, 2006. Previously, Jordan was associated with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY. Jordan is licensed to sell securities in 30 states, including Texas, Alabama, California, and New Mexico. Jordan holds FINRA licenses Series 3, 7, 63 and 66.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
02/12/2016 - Present
UBS Financial Services Inc. (AUSTIN TX)
TX
06/01/2009 - 02/29/2016
MORGAN STANLEY (AUSTIN TX)
TX
05/01/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
TX
02/22/2006 - 05/21/2009
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
05/04/2005 - 02/23/2006
CHOICE INVESTMENTS, INC. (AUSTIN TX)
NY
04/18/2001 - 11/11/2003
JEFFERIES & COMPANY, INC. (NEW YORK NY)
BOTH
Issued 03/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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