Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Thomas Whittridge is a registered representative with PFS Investments Inc. and has been in the industry since March 3, 2016. Jordan is registered in Ohio, Idaho, Indiana, Kentucky, Tennessee and Washington and is currently active in both broker-dealer and investment advisor capacities. PFS Investments Inc. is a financial services company that provides investment advisory and brokerage services to individuals, businesses, and charitable organizations. The firm's services include financial planning, portfolio management, and investment product sales.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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OH
05/27/2016 - Present
PFS Investments Inc. (TIPP CITY OH)
BC
Issued 11/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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