Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Bernstein is an investment advisor representative at Stifel, Nicolaus & Company, Inc. Jordan has been in the securities industry since January 15, 2022. Jordan is registered with the state of New York and holds the Series 66, 86, 87, and 7TO securities licenses. Prior to joining Stifel, Nicolaus & Company, Inc., Jordan was employed at Stephens Inc. Jordan's experience includes work at Moody's Corporation and JW Investments. Jordan specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Pension Consulting. Jordan can provide financial planning services and has experience working with individual clients, business clients, pension plans, and pooled investment vehicles.
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.
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.
1
2
NY
04/10/2023 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
11/09/2021 - 01/31/2023
STEPHENS (NEW YORK NY)
BOTH
Issued 02/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/18/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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