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 Wagner is a financial advisor with Park Avenue Securities LLC in New York, NY. Jordan has been working in the financial industry since 2017. Jordan has a Series 6, Series 7, Series 63, and Series 65 license and has experience in providing financial planning, educational seminars, and portfolio management for individuals. Jordan is also registered to provide investment advice in both New York and Pennsylvania. Jordan specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jordan was previously employed by Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
NY
11/02/2023 - Present
Park Avenue Securities LLC (NEW YORK NY)
PA
11/17/2022 - 08/12/2023
FIDELITY BROKERAGE SERVICES LLC (WARRINGTON PA)
NY
09/25/2017 - 10/12/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
IA
Issued 03/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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