Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Roland Larimore is a registered representative with Stifel, Nicolaus & Company, Inc. in Houston, TX. Jordan has been in the financial services industry since 1985 and is currently licensed to provide securities and investment advisory services in Texas. Jordan has held previous positions with Barclays Capital Inc., Lehman Brothers Inc., SG Cowen Securities Corporation, and Cowen & Co. Jordan specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (HOUSTON TX)
TX
09/22/2008 - 12/04/2015
BARCLAYS CAPITAL INC. (HOUSTON TX)
TX
10/12/2000 - 09/22/2008
LEHMAN BROTHERS INC. (HOUSTON TX)
NY
07/01/1998 - 10/18/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
04/06/1995 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
03/19/1985 - 04/20/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2014
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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