Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Jordan is a financial advisor with over 30 years of experience in the industry. Norman is currently registered with LPL Enterprise, LLC. Norman has a diverse background having worked with several other firms over the years, including M Holdings Securities, Inc., Avondale Partners, LLC, Invest Financial Corporation, Morgan Stanley, Stiefel, Nicolaus & Company, Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC, and J.C. Bradford & Co. Norman is a licensed investment advisor representative in Tennessee and holds several securities licenses including Series 63, Series 65, Series 7, Series 8, Series 9, and Series 10. Norman is also a licensed insurance agent in Tennessee and Florida. Norman can help clients with portfolio management, financial planning, and educational seminars. Norman is also an analyst for Vanderbilt football radio broadcasts and podcasts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
TN
11/14/2024 - Present
LPL Enterprise, LLC (FRANKLIN TN)
TN
05/29/2018 - 06/24/2022
M HOLDINGS SECURITIES, INC. (NASHVILLE TN)
TN
07/07/2016 - 05/01/2018
AVONDALE PARTNERS, LLC (NASHVILLE TN)
TN
08/26/2015 - 05/27/2016
INVEST FINANCIAL CORPORATION (NASHVILLE TN)
TN
02/08/2013 - 09/09/2015
MORGAN STANLEY (NASHVILLE TN)
TN
08/11/2010 - 01/31/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NASHVILLE TN)
TN
06/01/2009 - 08/20/2010
MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)
TN
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)
GA
06/11/1998 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
10/01/1985 - 06/11/1998
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 03/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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