Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Weinberg is a financial professional with over 20 years of experience in the financial services industry. Jordan has a strong track record of success in providing financial planning and investment advice to individuals and families. Jordan is a Certified Financial Planner™ and holds the Series 6, 7, 63 and 65 licenses. Jordan is currently registered with Founders Financial Securities LLC and has previously been registered with INTERSECURITIES, INC., MONY SECURITIES CORPORATION, TRUSTED SECURITIES ADVISORS CORP., and BERKSHIRE EQUITY SALES, INC. Jordan has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice that meets their individual 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.
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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2
MD
01/02/2020 - Present
Founders Financial Securities LLC (BALTIMORE MD)
MD
05/27/2005 - 09/20/2006
INTERSECURITIES, INC. (COCKEYSVILLE MD)
NY
12/01/2000 - 05/24/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/10/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MA
02/17/1999 - 12/15/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 11/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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