Jordan Orvek (CRD# 6622520) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NY and has over 7 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Rochester, NY | Mar 2020 - Current | 4 |
| Lenovel Photograph | Webster, NY | Jul 2017 - Current | 6 |
| Ameriprise Financial Services, Inc. | Rochester, NY | Jan 2018 - Mar 2020 | 2 |
| 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 |
- NY
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
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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