Jordan OrvekCRD Number: 6622520
Current Firm: Ameriprise Financial Services, LLC
Jordan Orvek (CRD# 6622520) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NY and has over 5 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Ameriprise Financial Services, Inc.||Rochester, NY||Jan 2018 - Current||3|
|Lenovel Photograph||Webster, NY||Jul 2017 - Current||4|
|Rocky Mountain Granite||Webster, NY||Aug 2017 - Dec 2017||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hunt Valley, MD||Mar 2016 - Jun 2017||1|
|Unemployed||Walworth, NY||Aug 2015 - Mar 2016||< 1|
|Rocky Mountain Granite And Marble||Webster, NY||Jun 1999 - Aug 2015||16|
|Liberty University||Lynchburg, VA||Oct 2013 - May 2015||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2016|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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