Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordon? Claim Your ProfileJordon Lokatys is an investment advisor representative currently registered with Empower Advisory Group, LLC. Jordon has been in the industry for over a year and has a Series 7TO, Series 66, and SIE license. Jordon is registered in 46 states, as well as Florida for investment advisor activities. Jordon has experience working at Equitable Advisors, LLC. Jordon provides financial planning and portfolio management services to individuals, and also offers 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.
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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2
FL
06/10/2024 - Present
Empower Advisory Group, LLC (Lake Worth Beach FL)
MI
09/04/2022 - 12/08/2023
EQUITABLE ADVISORS, LLC (TROY MI)
BOTH
Issued 10/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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