Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Smith is a financial advisor in Charlotte, NC. Jordan is a registered representative of Deloitte Corporate Finance LLC, a broker-dealer with offices in Charlotte, NC. Previously, Jordan was employed at Northwestern Mutual Investment Services, LLC in Champaign, IL. Jordan has been active in the financial services industry since 2009. Jordan holds FINRA Series 7, 63, 79TO, and SIE licenses and is registered with the state of California, Illinois, Maryland, New York, North Carolina, and Texas.
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.
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NC
05/24/2022 - Present
Deloitte Corporate Finance LLC (CHARLOTTE NC)
IL
08/07/2009 - 09/30/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHAMPAIGN IL)
BC
Issued 12/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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