Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordie? Claim Your ProfileJordie Elizabeth Czapinski is a registered investment advisor representative with Intelligence Driven Advisers, LLC. Jordie has been in the financial industry for over 15 years and has worked with a number of firms, including International Assets Advisory, LLC, Gradient Securities, LLC, and Waveland Capital Partners LLC. Jordie holds the Series 66, Series 7, and SIE licenses. She is a specialist in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
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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CA
01/03/2019 - Present
Intelligence Driven Advisers, LLC (CARLSBAD CA)
FL
02/08/2017 - 08/24/2023
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
CA
02/29/2012 - 11/11/2014
GRADIENT SECURITIES, LLC (CARLSBAD CA)
CA
08/30/2010 - 02/29/2012
WAVELAND CAPITAL PARTNERS LLC (CARLSBAD CA)
CA
09/11/2009 - 08/30/2010
PURSHE KAPLAN STERLING INVESTMENTS (CARLSBAD CA)
CA
06/01/2009 - 09/28/2009
MORGAN STANLEY SMITH BARNEY (RANCHO BERNARDO CA)
CA
02/20/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RANCHO BERNARDO CA)
BOTH
Issued 04/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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