Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ileen Jordan is a financial advisor with over 30 years of experience in the financial services industry. Kelly is a registered representative with Osaic Wealth, Inc. and holds the Series 6, 7, 8, 9, 10, 63, and 66 licenses. Kelly is a seasoned professional with experience at several firms including Northwestern Mutual Investment Services, LLC and Westpark Capital, Inc. Kelly specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
05/25/2022 - 08/31/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
CA
01/04/2022 - 03/08/2022
WESTPARK CAPITAL, INC. (LOS ANGELES CA)
CA
02/06/2003 - 01/11/2021
TD AMERITRADE, INC. (ROSEVILLE CA)
TX
02/10/1994 - 02/11/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
12/05/1988 - 01/25/1994
FN INVESTMENT CENTER (SACRAMENTO CA)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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