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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 Nicole Golson is a financial advisor associated with LPL Financial LLC. Jordan has been in the financial services industry since 2018 and is licensed in Texas. Jordan Nicole Golson is currently registered with LPL Financial LLC in Houston, Texas. Jordan Nicole Golson holds the Series 7 and Series 66 licenses, as well as the SIE exam certification. Jordan Nicole Golson's prior employment history includes positions at Iberia Bank, ZB, NA dba Amegy Bank and LPL Financial LLC. Jordan Nicole Golson is a financial advisor who specializes in a variety of financial products and services, including portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
08/23/2018 - Present
LPL Financial LLC (HOUSTON TX)
BOTH
Issued 08/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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