Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Patros is a financial advisor who has been in the industry since 2006. Jordan is currently registered with Ameriprise Financial Services, LLC and has been with the firm since June 2015. Jordan's previous experience includes working with Allianz Life Financial Services, LLC and LPL FINANCIAL LLC. Jordan provides a variety of services to clients, including financial planning, asset allocation, pension consulting, and educational seminars. Jordan has a strong track record of success and is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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 services
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.
1
2
MN
07/08/2015 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
WI
09/05/2012 - 06/25/2015
LPL FINANCIAL LLC (LA CROSSE WI)
MN
03/22/2007 - 04/13/2012
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
01/07/2005 - 06/05/2006
METLIFE SECURITIES INC. (BLOOMINGTON MN)
MN
01/07/2005 - 06/05/2006
METROPOLITAN LIFE INSURANCE COMPANY (BLOOMINGTON MN)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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