Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Valdez Varela is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Jordan has been in the financial services industry since April 24, 2000. Jordan is registered with the state of California, Texas, and several other states. Jordan is a registered principal in the state of California. The advisor's current firm has 2220 licensed agents, 2898 investment advisor representatives, and 3227 registered representatives. Jordan has held previous positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jordan has a series 66, Series 24 and Series 7 license.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
07/07/2017 - Present
Wells Fargo Advisors Financial Network, LLC (PALM DESERT CA)
CA
04/25/2000 - 07/10/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
BOTH
Issued 08/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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