Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Marchewka is a financial advisor based in Kalamazoo, MI, with over 5 years of experience in the financial services industry. Jordan is currently registered with Osaic Wealth, Inc. and HFG Advisors Inc., and has previously held registrations with FSC Securities Corporation. Jordan has a wide range of experience and holds licenses that include Series 7, 66, 52, 53, and 24. Jordan has also earned the Certified Financial Planner designation.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
11/03/2023 - Present
Osaic Wealth, Inc. (KALAMAZOO MI)
MI
12/06/2018 - 11/03/2023
FSC SECURITIES CORPORATION (KALAMAZOO MI)
BOTH
Issued 03/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/29/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Marchewka is the right advisor for you? Invested Better is here to help.
