Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jourdan erik? Claim Your ProfileJourdan Erik Sarmiento Sy is a financial advisor at Wells Fargo Advisors Financial Network, LLC with over 15 years of experience. Jourdan has been registered with the state of California and Texas since 2014. Prior to that, Jourdan was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Jourdan is a Certified Financial Planner™ professional and holds Series 7, Series 24, and Series 66 licenses. Jourdan specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
02/28/2014 - Present
Wells Fargo Advisors Financial Network, LLC (WALNUT CREEK CA)
CA
10/23/2009 - 03/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
03/09/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN RAMON CA)
BOTH
Issued 04/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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