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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Fournier is a financial advisor with LPL Financial LLC in Prosper, Texas. Jordan has been in the financial services industry since 2016 and has a wide range of experience working with individuals, families, and businesses. Jordan specializes in financial planning, investment management, and retirement planning. Jordan is committed to providing personalized advice and guidance to help clients achieve their financial goals. Jordan has been registered with the state of Texas since 2017 and is also registered with FINRA.
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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
10/04/2017 - Present
LPL Financial LLC (PROSPER TX)
IA
Issued 10/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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