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Jordan Winston

Hazard & Siegel, Inc.

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About Jordan Winston

Jordan Winston is a registered representative at Hazard & Siegel, Inc. Jordan has passed the SIE, Series 63, and Series 6TO exams. Jordan was previously employed at TIAA-CREF Individual & Institutional Services, LLC.

Firm Information

Jordan Winston is currently registered with Hazard & Siegel, Inc.. Hazard & Siegel, Inc. is a corporation formed on June 15, 1971, with a presence in 42 states and registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

42

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 Winston’s Registration & Firm History

NY

03/28/2024 - Present

Hazard & Siegel, Inc. (DEWITT NY)

NY

08/09/2021 - 07/29/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Winston.
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