Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Trosclair is an investment advisor representative at Ameriprise Financial Services, LLC. Jordan has been in the financial services industry since August 15, 2017 and is licensed to provide investment advice in Louisiana and Texas. Jordan is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jordan has a Series 66 license, which allows them to provide investment advice for both securities and insurance products. Jordan has a Series 7 license, which allows them to provide investment advice for securities. Jordan is committed to providing personalized financial advice to help their clients achieve their financial goals. Jordan specializes in the following areas: retirement planning, college savings, estate planning, and insurance. Jordan offers a variety of financial services to their clients, including investment management, financial planning, and insurance. Jordan is a member of the Ameriprise Financial team and has been with the firm since December 2015. Jordan is also involved in the community and serves on the Board of Directors for Trosclair.
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
LA
02/04/2022 - Present
Ameriprise Financial Services, LLC (Prairieville LA)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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