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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Jordan is a financial advisor with Planmember Securities Corp. Ryan has been in the industry for over eight years and specializes in investment and retirement planning. He also provides financial advisory services through CS Planning Corp., DBA Financial Alternatives, and has experience as an advisor for Foresters Financial Services, Inc. and Foresters Advisory Services. Ryan holds Series 6, 7, 63, and 66 licenses. Ryan is registered in Arizona, California, Colorado, Idaho, Oregon, Utah, and Washington.
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.
Provides investment supervisory 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
02/07/2019 - Present
Planmember Securities Corp. (CARPINTERIA CA)
OR
06/30/2015 - 02/06/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
BOTH
Issued 11/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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