Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordi? Claim Your ProfileJordi Tawil is a financial professional registered with Equitable Advisors, LLC. Jordi is licensed in the state of Florida. Jordi is dedicated to helping clients achieve their financial goals and is committed to providing personalized advice and service.
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.
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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FL
05/26/2023 - Present
Equitable Advisors, LLC (JACKSONVILLE FL)
BC
Issued 02/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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