Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Peter Fuerst is a financial advisor with Raymond James Financial Services Advisors, Inc. Jordan has been working in the financial industry since 2012 and has been registered with Raymond James Financial Services Advisors, Inc. since 2016. Jordan holds multiple industry certifications including Series 7, 9, 10 and 66 licenses. Jordan works with individuals, families, corporations and pension plans to help them reach their financial goals. Jordan is also the owner of Fuerst Financial, LLC. Jordan is passionate about helping clients achieve their financial dreams and providing them with personalized financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
10/04/2023 - Present
Raymond James Financial Services Advisors, Inc. (Piedmont OK)
CO
02/23/2012 - 08/09/2016
EDWARD JONES (BRIGHTON CO)
BOTH
Issued 03/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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