Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhett? Claim Your ProfileRhett Danford Jordan is a registered investment advisor with Sharebuilder 401k, a firm based in Seattle, Washington. Rhett Jordan has been in the industry since 2005 and has held previous roles at Capital One Investing, LLC and Banc of America Investment Services, Inc.. Rhett Jordan's focus is on providing pension consulting and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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WA
06/06/2022 - Present
Sharebuilder 401k (SEATTLE WA)
WA
05/05/2006 - 11/17/2016
CAPITAL ONE INVESTING, LLC (SEATTLE WA)
MA
08/12/2005 - 12/31/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 06/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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