Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Jordan is a financial advisor based in San Diego, California. Michael has been working in the financial services industry since 2003 and is currently registered with LPL Financial LLC. Michael holds Series 7, Series 63, and Series 65 licenses. Michael has prior experience with Kestra Investment Services, LLC, Charles Schwab & Co., Inc., DFA Securities LLC, ICAP Corporates LLC, Tradeweb L.L.C., Deutsche Bank Securities Inc., and Painewebber Incorporated. Michael is a specialist in providing financial advice to corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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
CA
01/12/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
02/05/2020 - 10/05/2020
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
01/03/2017 - 11/27/2019
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
10/09/2013 - 08/27/2015
DFA SECURITIES LLC (AUSTIN TX)
NJ
07/07/2010 - 03/21/2013
ICAP CORPORATES LLC (JERSEY CITY NJ)
NJ
10/18/2004 - 07/02/2010
TRADEWEB L.L.C (JERSEY CITY NJ)
NY
05/20/2002 - 10/12/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
12/19/2000 - 10/31/2001
BONDBOOK, LLC (NEW YORK NY)
NJ
10/18/1999 - 06/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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