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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 Liskey is a financial advisor with Newedge Advisors. Jordan has been in the industry for over 12 years, working with clients in various locations, including Berryville, Raleigh, Richmond and St. Louis. Jordan currently holds licenses in both Nebraska and Virginia. In addition to Newedge Advisors, Jordan was previously registered with Edward Jones, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors. Jordan holds the Series 7 and Series 66 licenses and is an active Registered Representative and Investment Advisor Representative in Nebraska and Virginia. Jordan is a specialist in providing portfolio management for businesses and individuals.
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.
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.
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2
LA
03/22/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
VA
10/27/2017 - 04/03/2024
EDWARD JONES (BERRYVILLE VA)
NC
03/22/2013 - 11/07/2017
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
VA
11/15/2011 - 02/15/2013
EDWARD JONES (RICHMOND VA)
MO
05/30/2011 - 08/31/2011
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 07/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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