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Wendy Leigh Jordan

Ameritas Investment Company, LLC

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About Wendy Leigh Jordan

Wendy Leigh Jordan is a financial advisor with Ameritas Investment Company, LLC. Wendy Jordan has over 25 years of experience in the financial industry. Wendy Jordan is licensed in Nebraska. Wendy Jordan holds the Series 6, 7, 24, and 63 licenses, and has passed the SIE exam.

Firm Information

Wendy Jordan is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Wendy Jordan’s Registration & Firm History

NE

08/20/1997 - Present

Ameritas Investment Company, LLC (LINCOLN NE)

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Licenses & Designations

BC

Issued 09/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Leigh Jordan.
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