Unclaimed
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 Tiaa-Cref Individual & Institutional Services, LLC. Ryan has over 15 years of experience in the financial services industry and has been with Tiaa-Cref Individual & Institutional Services, LLC since February 2016. Before that, Ryan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ryan is registered to provide investment advice and securities in the state of Massachusetts and also holds Series 6, 7, 63, 66 and SIE licenses. Ryan specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
02/23/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Boston MA)
MA
06/22/2011 - 02/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
02/05/2008 - 10/02/2009
MMC SECURITIES CORP. (NORWOOD MA)
MA
12/19/2006 - 10/22/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
MA
08/07/2006 - 01/08/2007
NYLIFE SECURITIES INC. (WALTHAM MA)
BOTH
Issued 08/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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