Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Vardon is a financial advisor with Wells Fargo Clearing Services, LLC. Jordan has been in the financial industry since 2009 and is licensed to sell securities in multiple states. Jordan is also registered with FINRA. Before joining Wells Fargo Clearing Services, Jordan worked at WELLS FARGO SECURITIES, LLC and T. ROWE PRICE INVESTMENT SERVICES, INC.. Jordan's specializations include investment advisory services, securities and commodities.
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
MO
09/14/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
08/31/2011 - 04/01/2019
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
MD
04/12/2007 - 08/26/2011
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BC
Issued 05/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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