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 professional with over 25 years of experience in the financial services industry. Patrick has been with Global Retirement Partners LLC since 2022. Patrick's previous experience includes positions with Mutual Securities, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Patrick provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. Patrick holds the Series 6 and SIE licenses, as well as the Series 63 license.
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.
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
KY
07/05/2022 - Present
Global Retirement Partners LLC (Edgewood KY)
OH
03/12/2009 - 12/18/2018
MUTUAL SECURITIES, INC. (CINCINNATI OH)
KY
01/01/2008 - 02/24/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
01/23/2003 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
03/23/1995 - 10/23/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 05/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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