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 Menchella is a financial professional who has been active in the industry since November 2020. Jordan is currently registered with Citigroup Global Markets Inc., as a broker. Jordan has passed the Series 63, Series 79TO and SIE exams. Jordan is registered in 53 states and the District of Columbia as a broker.
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.
Asset allocation advice
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
NY
11/03/2020 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 10/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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