Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Nichols is a financial advisor with Credit Union Investment Services. Jordan has been in the financial industry since 2014 and holds Series 6, 63 and 65 licenses, and has been registered with the state of North Carolina since 2014. Jordan is also a Registered Representative of Credit Union Investment Services. Jordan provides financial services to individuals and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NC
09/09/2014 - Present
Credit Union Investment Services (CHARLOTTE NC)
IA
Issued 09/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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