Unclaimed
Jordan Busco is a financial advisor currently working at Wells Fargo Clearing Services, LLC. Jordan is registered with FINRA as a General Securities Representative (Series 7), and a Securities Industry Essentials (SIE) exam holder. Jordan also holds the Uniform Combined State Law Examination (Series 66). Jordan has been working in the financial industry since October 2011. Jordan is registered to provide investment advisory services in California, Colorado, Delaware, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas. Jordan has also worked at Morgan Stanley.
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.
1
2
FL
08/26/2014 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
NJ
10/06/2011 - 09/15/2014
MORGAN STANLEY (TOMS RIVER NJ)
BOTH
Issued 11/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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