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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordyn? Claim Your ProfileJordyn Anderson is a financial advisor with UBS Financial Services Inc. Jordyn has been in the industry since 2022 and is licensed to provide financial advice in Minnesota. Jordyn is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and specializes in portfolio management, financial planning, and investment advisory services. Jordyn works with clients of all types, including individuals, families, businesses, and institutions. Jordyn is committed to providing her clients with personalized financial advice that meets their individual needs and goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
01/06/2023 - Present
UBS Financial Services Inc. (MINNEAPOLIS MN)
BOTH
Issued 01/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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