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Jordan William Flannery

Cohen & Steers Securities, LLC

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About Jordan William Flannery

Jordan William Flannery is a financial professional with over a year of experience in the securities industry. Jordan is currently registered with Cohen & Steers Securities, LLC in New York. Prior to this, Jordan was employed at Wedbush Securities Inc. Jordan holds FINRA Series 7, 63, 86, 87, and 24 licenses.

Firm Information

Jordan Flannery is currently registered with Cohen & Steers Securities, LLC. Cohen & Steers Securities, LLC is a Limited Liability Company formed in November 2001 and registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jordan Flannery’s Registration & Firm History

NY

06/29/2018 - Present

Cohen & Steers Securities, LLC (NEW YORK NY)

NY

08/07/2017 - 06/22/2018

WEDBUSH SECURITIES INC. (New York NY)

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Licenses & Designations

BC

Issued 08/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2017

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/11/2017

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan William Flannery.
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