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 Wold is a financial advisor with Great Valley Advisor Group, Inc. located in Wilmington, DE. Jordan has been in the financial industry since 2014. Jordan holds Series 66, SIE and Series 7 licenses and is registered in multiple states, including Wisconsin, Alabama, Alaska, Arizona, California, Colorado, Florida, Iowa, Kansas, Massachusetts, Minnesota, Missouri, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Jordan is a registered investment advisor and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Jordan has a history of experience with VOYA FINANCIAL ADVISORS, INC. and CETERA ADVISOR NETWORKS LLC.
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.
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 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.
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2
DE
05/01/2023 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
WI
06/09/2021 - 05/03/2023
CETERA ADVISOR NETWORKS LLC (HUDSON WI)
WI
02/24/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AMERY WI)
BOTH
Issued 05/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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