Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin N. Jordan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Charlotte, NC. Justin has been in the financial services industry since August 2022. Justin is a registered representative with the state of North Carolina, South Carolina, and Texas. He is also a registered investment advisor representative with the state of North Carolina. Justin holds the Series 63, 65, 7, and SIE licenses. He has experience working with individuals, corporations, businesses, high-net-worth individuals, pensions, and profit-sharing plans. Justin's previous experience includes roles at State Farm VP Management Corp. and Woodmen Financial Services, Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
11/06/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
IL
08/24/2022 - 07/19/2024
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NE
11/02/2020 - 12/21/2020
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
IA
Issued 08/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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