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 is a financial advisor with over 27 years of experience in the industry. Timothy is currently registered with Eagle Strategies LLC and holds a Series 7, Series 6 and SIE licenses. Timothy is also a Chartered Financial Consultant. In addition to working with clients through Eagle Strategies LLC, Timothy also operates under the DBA name of Jordan Financial and Insurance Services for the purpose of selling New York Life products and services as well as brokering non-registered insurance products. Timothy is committed to providing financial advice and solutions that meet the needs of his clients.
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 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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