Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Ross Lally is a financial advisor with Cetera Advisor Networks LLC in Houston, TX. Jordan Lally has been in the financial services industry since June 24, 2008. Jordan Lally is also registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a Registered Investment Advisor with offices in Schaumburg, Illinois. The firm manages over $100 billion in assets for a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Cetera Investment Advisers LLC offers a variety of financial planning and investment management services, including portfolio management, financial planning, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/10/2023 - Present
Cetera Advisor Networks LLC (HOUSTON TX)
TX
06/25/2008 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 7/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Lally is the right advisor for you? Invested Better is here to help.
