Terry Jordan Email & Phone Number
Investment Advisor Representative with Osaic Wealth, Inc.
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Terry Jordan Location
- Holland, MI, US
Terry Jordan Work
- Investment Advisor Representative with Osaic Wealth, Inc. @ Osaic Wealth, Inc. (January 2025 - Present)
- Investment Advisor Representative @ (March 2008 - April 2026)
- Investment Advisor Representative, President of Jordan Financial and Associates @ (January 2004 - April 2026)
- Registered Representative @ Sunset Financial Services, Inc (January 2004 - February 2008)
- Investment Team Leader @ (May 2001 - January 2004)
- Investment Team Leader @ Old Kent Bank (April 2000 - May 2001)
- AVP Branch Sales Manager and Investment Representative @ (April 1998 - March 2000)
- AVP Branch Sales Manager and Investment Representative @ First Michigan Bank (March 1994 - March 1998)
- AVP Business Development Officer @ First Michigan Bank (November 1993 - February 1994)
- Marine and RV Business Development Officer @ Socieity National Bank (June 1988 - January 1992)
Terry Jordan Education
- The American College
(Financial Planning and Services)
Terry Jordan Skills
- Life Insurance
- Disability Insurance
- Long-term Care
- Mutual Funds
- Series 7
- Asset Allocation
- Investments
- Retirement
- 401k Rollovers
- Alternative Investments
- Annuity Sales
- Medicare
- 529 Plans
- Unit Investment Trusts
- Traditional IRA
- Social Security
- Sales
- Finance
- Financial Services
- Retirement Planning
- Customer Service
- Securities
- Series 63
- Fixed Annuities
- Wealth Management
- Insurance
- Financial Planning
- Small Business
- Series 6
- Estate Planning
- Financial Advisory
- Investment Advisory
- 401k
- Banking
- Roth IRA
- Long Term Care
- Broadway
- Jordan
Terry Jordan Summary
- Terry Jordan, based in Holland, MI, US, is currently a Investment Advisor Representative with Osaic Wealth, Inc. at Osaic Wealth, Inc.. Terry Jordan brings experience from previous roles at Woodbury Financial Services, Sunset Financial Services, Inc and Fifth Third Bank. Terry Jordan holds a The American College. With a robust skill set that includes Life Insurance, Disability Insurance, Long-term Care, Mutual Funds, Series 7 and more. Terry Jordan has 2 emails and 3 mobile phone numbers on RocketReach.
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