Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordon? Claim Your ProfileJordon Rich Katz has been in the financial services industry since December 25, 1986. Currently, Jordon is a Registered Representative with Lion Street Financial, LLC. Jordon has previously held positions with Kestra Investment Services, LLC, M Holdings Securities, Inc., Mutual Service Corporation, Rivenet Securities LLC and CMS Investment Resources, Inc. Jordon has passed the Series 63, Series 7, Series 6TO and SIE exams and holds licenses in 20 states.
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.
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.
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2
IL
09/23/2020 - Present
Lion Street Financial, LLC (NORTHBROOK IL)
IL
06/02/2006 - 09/23/2020
KESTRA INVESTMENT SERVICES, LLC (NORTHBROOK IL)
OR
04/27/2001 - 06/08/2006
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
03/29/1988 - 05/01/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
01/29/2001 - 04/30/2001
RIVENET SECURITIES LLC (ANDOVER MA)
PA
12/26/1986 - 01/23/1991
CMS INVESTMENT RESOURCES, INC. (WYNNEWOOD PA)
BC
Issued 12/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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