Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Hurley Jordan is a financial advisor with over 8 years of experience in the industry. Kathryn is currently registered with Capital Client Group, Inc. in Los Angeles, California. Kathryn is a Series 6, 7, 26, and 63 licensed professional. Kathryn has also worked with ASCENSUS FINANCIAL SERVICES, LLC. and JOHN HANCOCK FUNDS, LLC. in the past.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
03/08/2018 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
PA
03/03/2016 - 02/26/2018
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
MA
12/06/2012 - 02/17/2016
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
06/22/2010 - 12/06/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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