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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasie? Claim Your ProfileKasie Jordan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 10 years of experience in the industry. She is registered to provide investment advice in 53 states and is a Series 6, 7, 10, 63, 66, and SIE licensed professional. Her current office is located in Chandler, Arizona. Kasie Jordan has also been employed by Bank of America, N.A. in the past and has previous experience with First Investors Corporation. Kasie Jordan is also an owner of a LIVE Hydration franchise in Phoenix, Arizona. She is committed to providing personalized financial advice to help clients achieve their financial 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.
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
AZ
12/17/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
02/17/2012 - 10/08/2012
FIRST INVESTORS CORPORATION (PHOENIX AZ)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative 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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