Unclaimed
Jordan Scott Stastny is a financial professional with experience in the industry since 2017. Jordan is currently registered with Axom Partners LLC in Utah. Jordan has previously been registered with FINALIS SECURITIES LLC, QATALYST PARTNERS LP and CITIGROUP GLOBAL MARKETS INC. Jordan holds Series 63, SIE and Series 79 licenses.
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.
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.
1
2
UT
05/31/2024 - Present
Axom Partners LLC (LEHI UT)
NY
03/27/2023 - 04/11/2024
FINALIS SECURITIES LLC (NEW YORK NY)
CA
02/12/2019 - 02/09/2022
QATALYST PARTNERS LP (SAN FRANCISCO CA)
CA
07/25/2016 - 02/15/2019
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BC
Issued 07/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jordan Stastny is the right advisor for you? Invested Better is here to help.