Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordon? Claim Your ProfileJordon Santos is an active investment advisor representative in Hawaii. Santos has been in the industry for over 1 year, and has a Series 7TO, Series 66, and SIE. Santos currently works at Park Avenue Securities LLC, where they offer a variety of services, including financial planning, educational seminars, and portfolio management. Santos has experience with a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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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HI
11/07/2022 - Present
Park Avenue Securities LLC (HONOLULU HI)
BOTH
Issued 10/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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