Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorden? Claim Your ProfileJorden Allegra Masson is a financial advisor at Credit Union Investment Services. Jorden has been in the industry since November 2022 and is registered with the state of North Carolina as both a broker-dealer and an investment advisor representative. Jorden's specializations include financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
06/08/2023 - Present
Credit Union Investment Services (Concord NC)
IA
Issued 06/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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