Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Oram is a financial advisor with Equitable Advisors, LLC. Jordan has been in the industry for a while and specializes in providing a variety of financial planning and investment services. Jordan focuses on helping clients reach their financial goals. Jordan's clients include individuals, families, and businesses, and they work to build relationships with each client to fully understand their needs.
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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CA
08/09/2024 - Present
Equitable Advisors, LLC (WOODLAND HILLS CA)
BC
Issued 08/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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