Jordan SeegertCRD Number: 5469662
Current Firm: Sii Investments, Inc.
Jordan Seegert (CRD# 5469662) is an Investment Advisor Representative working at Sii Investments, Inc. in Dundee, MI and has over 10 years of experience in the finance industry.
Chisholm & Darden Investment Advisors, Inc.
Independence Capital Company, Inc.
Raymond James Financial Services Advisors, Inc.
|Sii Investments, Inc.||Monroe, MI||Aug 2009 - Current||8|
|Unemployed||Not Provided,||Feb 2009 - Jul 2009||< 1|
|Portage School System||Portage, IN||Sep 2008 - Feb 2009||< 1|
|Unemployed||Portage, IN||Jan 2008 - Aug 2008||< 1|
|1st Source Corporation Investment Advisors, Inc.||South Bend, IN||Aug 2007 - Dec 2007||< 1|
|First National Bank/first Source Bank||South Bend, IN||Nov 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2009|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV