Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jordan is a financial advisor with Osaic Wealth, Inc., based in BELLEVUE, WA. Thomas has been in the industry since 2008 and holds a Series 6, Series 63, and Series 65 license. Thomas specializes in providing financial planning and investment management services for individuals, businesses, and retirement plans. Thomas is also registered as an investment advisor representative in multiple states, including Washington, California, Idaho, Maryland, Oregon, Texas, and Virginia.
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.
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WA
03/09/2022 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
06/17/2019 - 03/09/2022
CUSO FINANCIAL SERVICES, L.P. (Spokane WA)
WA
03/25/2017 - 06/20/2019
MML INVESTORS SERVICES, LLC (SPOKANE WA)
WA
11/18/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPOKANE WA)
WA
02/26/2008 - 11/18/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPOKANE WA)
IA
Issued 10/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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