Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan McElroy is a financial advisor with Charles Schwab & CO., Inc. Jordan has been in the securities industry for over five years. Jordan is registered as an Investment Advisor Representative (IAR) in California. Jordan has passed the Series 63, Series 65, Series 7TO, and SIE exams. In addition to Jordan's work with Charles Schwab, Jordan also works as a coach for the Auburn Ski Club and Treasurer of Reno Cycling Productions. Jordan is a valuable resource for clients looking for investment advice in the Truckee, CA area.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
08/01/2024 - Present
Charles Schwab & CO., Inc. (Truckee CA)
BC
Issued 08/21/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jordan McElroy is the right advisor for you? Invested Better is here to help.
