Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Ryan Kam is a financial advisor with over 8 years of experience in the industry. Jordan Ryan Kam is currently registered with Osaic Wealth, Inc. in LOCKPORT, NY. Previously, Jordan Ryan Kam was registered with SECURITIES AMERICA, INC., INVESTACORP, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., and PEAK BROKERAGE SERVICES, LLC. Jordan Ryan Kam is licensed to offer financial advice in New York. Jordan Ryan Kam holds the Series 7, Series 63, and SIE licenses. Jordan Ryan Kam specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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NY
06/14/2024 - Present
Osaic Wealth, Inc. (LOCKPORT NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LOCKPORT NY)
NY
01/17/2020 - 07/17/2020
INVESTACORP, INC. (LOCKPORT NY)
NY
01/03/2017 - 08/06/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (WILLIAMSVILLE NY)
FL
01/21/2016 - 01/03/2017
PEAK BROKERAGE SERVICES, LLC (JUPITER FL)
BC
Issued 01/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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