Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Starr is a financial advisor with Ameriprise Financial Services, LLC. Jordan has over 30 years of experience in the financial services industry. Jordan has worked with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Ameriprise. Jordan is registered with the state of Florida and Texas. Jordan provides financial planning, asset allocation services, portfolio management for businesses and individuals, educational seminars and publication of periodicals. Jordan is a registered representative with the firm, and a Registered Investment Advisor.
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.
Asset allocation services
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
FL
12/13/2016 - Present
Ameriprise Financial Services, LLC (MIAMI FL)
FL
06/01/2009 - 11/23/2016
MORGAN STANLEY (MIAMI FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
03/16/2001 - 04/02/2007
MORGAN STANLEY DW INC. (MIAMI FL)
NY
01/26/1990 - 03/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
05/08/1989 - 01/10/1990
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
12/10/1986 - 04/27/1989
PROFILE INVESTMENTS CORPORATION
NA
05/22/1986 - 10/22/1986
CORPORATE SECURITIES GROUP, INC.
NA
12/10/1982 - 05/26/1983
FAIC SECURITIES, INC.
IA
Issued 03/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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