Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jordan has been in the financial services industry since 1995. Timothy is a Registered Representative of Eagle Strategies LLC and offers a range of financial services. Timothy has a long history with John Hancock Distributors and John Hancock Mutual Life Insurance Company, where he worked from 1995 - 1996. Timothy also has experience working with New York Life Insurance Company and NYLife Securities Inc. Timothy has a strong track record of success in providing financial guidance to individuals, businesses, and charitable organizations. Timothy is committed to providing personalized and comprehensive financial planning solutions to help clients achieve their financial goals.
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.
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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2
MA
07/09/2024 - Present
Eagle Strategies LLC (BRADFORD MA)
MA
02/06/1995 - 10/03/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/06/1995 - 10/03/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 1/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/4/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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