Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jordan is a registered investment advisor representative with Latitude Advisors, LLC. William has over 30 years of experience in the financial services industry. William's primary focus is on providing financial planning and investment management services to individuals, families, and businesses. William is a Certified Public Accountant (CPA) and has a strong understanding of tax law. William is also a Trustee for the Lions of Illinois Foundation and Endowment Fund. William is committed to helping clients achieve their financial goals. William's previous experience includes roles at Genworth Financial Securities Corporation, Hochman & Baker Securities, Inc., and Ogilvie & Taylor Securities Corporation.
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.
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.
Third party referral fees
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2
IL
01/09/2012 - Present
Latitude Advisors, LLC (NORTHFIELD IL)
IL
06/30/2004 - 12/07/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (NORTHFIELD IL)
CT
11/16/1994 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IL
12/20/1988 - 11/08/1994
OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 12/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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