Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordana? Claim Your ProfileJordana Lokken is an investment advisor representative with Ameriprise Financial Services, LLC. Jordana has been working in the financial services industry since February 21, 2002. Jordana is licensed to provide investment advice in the state of California. Prior to joining Ameriprise Financial Services, LLC, Jordana worked at Cetera Advisors LLC, LPL Financial LLC, J.P. Morgan Securities LLC, ING Financial Partners, Inc., Lincoln Financial Advisors Corporation, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, and Dean Witter Reynolds Inc. Jordana holds the Series 63, Series 65, Series 7, Series 31, and SIE licenses.
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 services
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.
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CA
06/16/2021 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CO
01/06/2017 - 12/31/2020
CETERA ADVISORS LLC (CENTENNIAL CO)
CO
07/22/2016 - 12/23/2016
LPL FINANCIAL LLC (ENGLEWOOD CO)
CO
01/30/2013 - 06/02/2016
J.P. MORGAN SECURITIES LLC (HIGHLANDS RANCH CO)
CO
03/09/2011 - 11/18/2011
ING FINANCIAL PARTNERS, INC. (DENVER CO)
CO
08/29/2006 - 09/16/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (DENVER CO)
CO
03/09/2002 - 08/22/2006
RBC DAIN RAUSCHER INC. (DENVER CO)
MA
01/03/2002 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
01/13/2000 - 12/13/2001
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
10/22/1998 - 02/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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