Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Mittie is a financial advisor with Avantax Investment Services, Inc. Jordan is registered with FINRA and holds the Series 7TO, Series 63, and SIE licenses. Jordan has been in the industry since December 2020 and has previously worked with Cetera Financial Specialists LLC, Cetera Advisors LLC, Cetera Investment Services LLC, Cetera Advisor Networks LLC, NEXPOINT SECURITIES, INC., and FIDELITY BROKERAGE SERVICES LLC.
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.
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2
TX
04/23/2024 - Present
Avantax Investment Services, Inc. (DALLAS TX)
CA
06/14/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
TX
01/12/2021 - 06/06/2022
NEXPOINT SECURITIES, INC. (DALLAS TX)
TX
11/10/2020 - 12/21/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 11/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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