Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Raymond is a financial advisor with Northwestern Mutual Investment Services, LLC in Durham, NC. Jordan has been in the industry since 2021 and is registered in both Arizona and North Carolina. Jordan has a Series 7, Series 66, and Series 63 license, and holds a SIE designation. Previously, Jordan worked at Fidelity Brokerage Services LLC, Cetera Advisors LLC, and Nationwide Investment Services Corporation. Jordan is a graduate of Arizona State University.
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
NC
07/03/2024 - Present
Northwestern Mutual Investment Services, LLC (DURHAM NC)
AZ
05/12/2023 - 06/19/2024
FIDELITY BROKERAGE SERVICES LLC (PEORIA AZ)
AZ
01/14/2022 - 04/04/2023
CETERA ADVISORS LLC (SCOTTSDALE AZ)
AZ
09/13/2021 - 12/22/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (Scottsdale AZ)
BOTH
Issued 12/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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