Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Skylar? Claim Your ProfileSkylar Jordan is an investment advisor representative with over 17 years of experience in the financial services industry. Skylar is registered to provide investment advisory services in Arkansas and Texas. Skylar is currently employed by Raymond James & Associates, Inc. Prior to joining Raymond James & Associates, Inc., Skylar worked at Morgan Keegan & Company, Inc., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Skylar provides investment advisory services to individuals, corporations, trusts, estates, pension and profit sharing plans, charitable organizations, high net worth individuals, and other investment advisors. Skylar holds Series 7, Series 31, and Series 63 securities licenses. Skylar is also licensed as a Uniform Investment Adviser Law Examination (Series 65).
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.
Please see note in schedule d - miscellaneous
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
AR
04/22/2013 - Present
Raymond James & Associates, Inc. (LITTLE ROCK AR)
AR
08/30/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (LITTLE ROCK AR)
AR
04/02/2007 - 08/22/2007
MORGAN STANLEY & CO., INCORPORATED (LITTLE ROCK AR)
AR
04/18/2006 - 04/02/2007
MORGAN STANLEY DW INC. (LITTLE ROCK AR)
FL
03/22/2005 - 05/05/2005
AMERICAN MUNICIPAL SECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 04/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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