Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joselyn? Claim Your ProfileJoselyn Estefany Nordstrom is a financial advisor with over 7 years of experience in the industry. Joselyn is currently registered with Raymond James & Associates, Inc. in Pasadena, CA. Prior to this, Joselyn was employed by TRIAD ADVISORS, INC. in INDIANAPOLIS, IN. Joselyn holds Series 63, 66, 7, 9, and 10 licenses as well as the SIE. Joselyn provides a variety of financial services, including financial planning, portfolio management, and 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CA
09/21/2017 - Present
Raymond James & Associates, Inc. (Pasadena CA)
IN
06/01/2016 - 02/28/2017
TRIAD ADVISORS, INC. (INDIANAPOLIS IN)
BOTH
Issued 09/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joselyn Nordstrom is the right advisor for you? Invested Better is here to help.
