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Kathleen Jordan

Nylife Securities LLC

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About Kathleen Jordan

Kathleen Jordan is a financial professional with Nylife Securities LLC. Kathleen has been in the industry since September 30, 2018. Kathleen holds the Series 99 and SIE licenses.

Firm Information

Kathleen Jordan is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kathleen Jordan’s Registration & Firm History

NY

10/01/2018 - Present

Nylife Securities LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Jordan.
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