Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Schmucher Wilson is a financial advisor with Blueprint Wealth Management Inc. Jordan Wilson is a Certified Financial Planner with over 10 years of experience in the financial industry. Jordan Wilson has worked at Kalos Capital, Inc., and Steven M. Molesky and Associates prior to joining Blueprint Wealth Management Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
05/11/2023 - Present
Blueprint Wealth Management Inc. (ELLICOTT CITY MD)
MD
04/15/2013 - 09/30/2022
KALOS CAPITAL, INC. (ELLICOTT CITY MD)
BOTH
Issued 05/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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