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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 Andreola is a financial advisor with Fisher Investments in Plano, Texas. Jordan holds the Series 7, Series 63, Series 65, and Series 24 licenses, as well as the SIE certification. Jordan specializes in providing financial planning and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Jordan has over a decade of experience in the financial industry and is committed to 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.
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.
Portfolio assessment
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.
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.
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2
TX
12/04/2018 - Present
Fisher Investments (PLANO TX)
TX
11/21/2017 - 11/14/2018
LPL FINANCIAL LLC (PLANO TX)
TX
01/28/2011 - 09/08/2017
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
07/07/2010 - 01/03/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
01/01/2008 - 02/17/2009
FIDELITY BROKERAGE SERVICES LLC (LEWISVILLE TX)
TX
06/25/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (LEWISVILLE TX)
TX
08/17/2005 - 05/22/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 07/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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