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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Collins is a financial advisor currently associated with NFP Retirement Inc. in Aliso Viejo, CA. Jordan Collins also has office locations in South Jordan, UT. Jordan Collins is a Certified Financial Planner™ professional. Jordan Collins has been in the industry since 2007. Jordan Collins holds the following licenses and certifications: Series 66, Series 31, Series 7, and SIE. Jordan Collins has previous experience with Purshe Kaplan Sterling Investments, MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Jordan Collins specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Jordan Collins' firm also provides pension consulting and research reports on 401(k) plans / diligence on investment lineups.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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UT
11/28/2023 - Present
NFP Retirement Inc. (South Jordan UT)
UT
04/21/2017 - 02/03/2020
PURSHE KAPLAN STERLING INVESTMENTS (Midvale UT)
UT
06/01/2009 - 04/24/2017
MORGAN STANLEY (HOLLADAY UT)
UT
01/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
BOTH
Issued 04/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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