Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Brodland is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Jordan has been active in the securities industry since 2018 and has held previous roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Jordan is registered to provide investment advice in Texas and Washington and is also a registered representative in 47 states, plus the District of Columbia and the Virgin Islands. Jordan specializes in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Jordan's primary focus is on portfolio management, with a particular emphasis on providing comprehensive financial planning services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
05/23/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
WA
08/20/2018 - 02/18/2022
WELLS FARGO CLEARING SERVICES, LLC (MOUNT VERNON WA)
IA
Issued 09/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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