Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Bannerman is a financial advisor at Ameriprise Financial Services, LLC. Jordan has been in the financial services industry since 2015. Jordan has experience with various financial firms including Edward Jones, LPL Financial LLC, USAA Financial Advisors, Inc., and Scottrade, Inc. Jordan holds the Series 66, Series 7 and SIE licenses. Jordan specializes in providing financial advice to individuals, families, and businesses. Jordan is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Asset allocation 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
MI
10/08/2020 - Present
Ameriprise Financial Services, LLC (SAGINAW MI)
MI
06/12/2020 - 09/17/2020
EDWARD JONES (Midland MI)
TX
04/22/2019 - 08/27/2020
LPL FINANCIAL LLC (ROCKWALL TX)
TX
01/03/2019 - 04/30/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
06/16/2016 - 03/09/2018
SCOTTRADE, INC. (GARLAND TX)
NC
08/25/2015 - 09/28/2015
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
MI
08/02/2012 - 11/08/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORTHVILLE MI)
BOTH
Issued 09/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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