Unclaimed
Jordan Mayerson is a financial professional registered in California, New York, and Texas. Jordan is currently employed by Finalis Securities LLC, which has an office in New York. Jordan has been in the industry since 2013. Previously, Jordan was registered with Goldman, Sachs & Co. Jordan holds Series 7, Series 63, Series 82TO and SIE licenses.
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.
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.
1
2
NY
08/07/2024 - Present
Finalis Securities LLC (New York NY)
NY
01/08/2022 - 10/04/2022
FINALIS SECURITIES LLC (New York NY)
NY
11/22/2013 - 01/30/2015
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 01/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 08/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Mayerson is the right advisor for you? Invested Better is here to help.