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 registered representative with Money Concepts Capital Corp. and has been in the financial services industry since 2014. Jordan has been registered with the state of Louisiana since September 13, 2021, and also holds a Series 65 license. Jordan has experience working with individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
09/14/2021 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
LA
09/21/2015 - 04/26/2016
NYLIFE SECURITIES LLC (MONROE LA)
IA
Issued 12/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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