Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordana? Claim Your ProfileJordana Davis is a financial professional with over 17 years of experience in the industry. Jordana is currently registered with Northern Trust Securities, Inc. in Miami, Florida. Previously, Jordana was registered with Northern Trust Securities, Inc. in Miami, Florida and Morgan Stanley & Co., Incorporated in New York, New York. Jordana is a Series 7, 63 and 65 licensed professional.
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.
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.
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
FL
09/26/2019 - Present
Northern Trust Securities, Inc. (MIAMI FL)
FL
03/19/2007 - 09/28/2011
NORTHERN TRUST SECURITIES, INC. (MIAMI FL)
NY
11/10/2000 - 05/23/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 12/06/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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