Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Jordan is a financial advisor with Commonwealth Financial Network. Patrick has over 28 years of experience in the financial services industry. Patrick is licensed to provide investment advice in 21 states. Patrick provides a variety of services to individuals and businesses, including financial planning, portfolio management, and insurance sales.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
04/13/2022 - Present
Commonwealth Financial Network (Las Vegas NV)
NV
05/01/2018 - 04/11/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAS VEGAS NV)
NV
12/05/2011 - 05/02/2018
COMMONWEALTH FINANCIAL NETWORK (Las Vegas NV)
NV
01/29/2010 - 12/05/2011
TRICOR FINANCIAL, LLC (HENDERSON NV)
NV
08/13/2001 - 02/01/2010
EDWARD JONES (HENDERSON NV)
NY
07/11/1997 - 08/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
12/07/1994 - 07/23/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/13/1994 - 12/07/1994
DAIN BOSWORTH INCORPORATED
CA
11/24/1993 - 03/25/1994
E-W INVESTMENTS, INC. (SAN GABRIEL CA)
IA
Issued 08/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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