Unclaimed
Jordan Parkin is a financial advisor with Money Concepts Capital Corp. Jordan has been in the financial industry since March 12, 2021. Jordan is registered as a financial advisor in 20 states including, Wisconsin, Michigan, Illinois, Florida, Texas and others. Jordan is also a board member of Fox Cares Foundation. Jordan is a financial advisor for East Wisconsin Savings Bank and provides financial planning services for individuals and businesses.
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
10/28/2024 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BOTH
Issued 05/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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