Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Jordan is a financial advisor at Mercer Global Advisors Inc. Kristy has been in the financial services industry since 1989. Kristy is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT. Kristy has a wide range of experience in the industry, working for a variety of firms including Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Geneos Wealth Management, Inc. Kristy has a strong track record of success and is committed to helping 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.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
CO
10/07/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
CO
01/02/2003 - 09/19/2022
GENEOS WEALTH MANAGEMENT, INC. (LAKEWOOD CO)
IN
01/03/2002 - 01/13/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
01/11/2000 - 01/13/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
SC
03/20/1998 - 02/17/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
04/18/1989 - 03/26/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/18/1989 - 03/26/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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