Unclaimed
Jordan Wright is a financial professional with over 6 years of experience in the financial services industry. Jordan is registered with MML Investors Services, LLC and is licensed in Missouri. Jordan specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Jordan also has experience in providing insurance services, including life insurance, disability insurance, and long-term care insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MO
07/27/2023 - Present
MML Investors Services, LLC (Springfield MO)
MO
11/18/2017 - 08/05/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPRINGFIELD MO)
IA
Issued 06/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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