Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Jordan is a financial advisor with Valic Financial Advisors, Inc. Scott has been in the industry since 2000 and has been registered with the Securities and Exchange Commission (SEC) since 2000. Scott holds a Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Scott specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Scott also offers educational seminars. Scott has been employed by Valic Financial Advisors, Inc. since 2020. Prior to that, Scott was employed by Transamerica Investors Securities Corporation, Mutual of Omaha Investor Services, Inc., Stancorp Equities, Inc., Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services, Inc., Milestone Financial Services, Inc., Copeland Equities, Inc., and Vanguard Marketing Corporation.
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.
Recommend wrap accounts to clients
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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NJ
08/11/2020 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
NY
11/17/2015 - 01/02/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NE
09/06/2013 - 04/14/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
PA
02/22/2011 - 05/07/2012
STANCORP EQUITIES, INC. (WAYNE PA)
MA
01/01/2008 - 07/14/2008
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
02/22/2000 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
01/07/1999 - 01/11/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
08/27/1998 - 11/30/1998
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NJ
02/16/1995 - 08/15/1996
COPELAND EQUITIES, INC. (SOMERSET NJ)
PA
06/04/1993 - 02/22/1995
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 01/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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