Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Iwasaki is an investment advisor representative with Integrated Wealth Concepts LLC based in Honolulu, HI. Jordan has been in the financial services industry since 2024 and has a strong background in providing financial planning and portfolio management services to a diverse range of clients, including individuals, families, and businesses. Jordan is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
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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HI
11/01/2024 - Present
Integrated Wealth Concepts LLC (HONOLULU HI)
HI
04/16/2024 - 08/23/2024
TRIAD ADVISORS LLC (Honolulu HI)
BOTH
Issued 07/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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