Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Jordan is an active Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. located in Denver, Colorado. Stephanie has been in the financial services industry since October 1996 and holds licenses in Colorado and Texas. Stephanie has experience in investment advisory services, financial planning, pension consulting, and portfolio management. She also holds the Series 6, Series 7, Series 63, and Series 65 licenses. Stephanie also works with Next Generation Wealth Systems, Inc. offering disability, long-term care, and traditional life insurance along with fixed annuities.
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.
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.
1
2
CO
01/24/2025 - Present
Osaic Wealth, Inc. (DENVER CO)
CO
10/24/1996 - 08/19/2008
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ENGLEWOOD CO)
IA
Issued 09/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Jordan is the right advisor for you? Invested Better is here to help.
