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 at Northwestern Mutual Investment Services, LLC. Jordan has been in the financial services industry since 2009 and is licensed to provide investment advice in 23 states. Jordan holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CO
03/03/2015 - Present
Northwestern Mutual Investment Services, LLC (LAKEWOOD CO)
BOTH
Issued 02/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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