Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Pavlides is an investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Jordan has been in the financial services industry since January 2009. Jordan is registered with the state of Rhode Island as an Investment Adviser Representative.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
RI
10/11/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PROVIDENCE RI)
RI
01/26/2009 - 10/07/2016
NYLIFE SECURITIES LLC (JOHNSTON RI)
IA
Issued 11/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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