Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Sue Jordan is a registered representative with Ameriprise Financial Services, LLC, and has been in the industry since July 4, 2003. Tina Sue Jordan is also a registered investment advisor and has been in the industry since July 4, 2003. Tina Sue Jordan provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and asset allocation services. Tina Sue Jordan has experience working with individuals, trusts, estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and clients with other investment advisors.
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.
Asset allocation services
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
OH
10/15/2018 - Present
Ameriprise Financial Services, LLC (Toledo OH)
OH
01/30/2015 - 10/17/2018
CUNA BROKERAGE SERVICES, INC. (OREGON OH)
PA
10/05/2009 - 01/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)
PA
09/26/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CRANBERRY TOWNSHIP PA)
TX
05/29/2003 - 09/08/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 02/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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