Unclaimed
Jordan Stevenson is a financial advisor with Northwestern Mutual Investment Services, LLC. Jordan is registered with FINRA and has a Series 6, Series 63, and SIE licenses. Jordan has been a financial professional since August 2023. Jordan specializes in financial planning for 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
VA
08/25/2023 - Present
Northwestern Mutual Investment Services, LLC (RICHMOND VA)
BC
Issued 09/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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