Jordan Winterfeld
- Role
- Financial Advisor at Morgan Stanley
- Location
- Englewood, CO, US
- LinkedIn followers
- 500 followers
About Jordan Winterfeld
Your money should give you freedom, not worry. I help clients see the path ahead clearly…
Experience
Financial Advisor
Aug 2020 — Present
2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: NMLS # 21•••18 For more information on the designation(s), go to https://advisor.morganstanley.com/klenke-klenke-kaye-o-connor
Skills
- Outstanding Interpersonal Communication Skills
- Networking
- Wealth Management
- Financial Analysis
- Presentation Skills
- Sales Process
- Microsoft Excel
- Series 6
- Separately Managed Accounts
- Series 65
- Intuition
- Alternative Investments
- Retirement Planning
- Awma
- Strategic Financial Planning
- Investments
- Mutual Funds
- Etfs
- Series 63
- Microsoft Word
- Marketing
- Financial Risk Management
- Finra
- Hedge Funds
- Series 24
- Empathy
- Public Speaking
- 401k
- Business Development
- Sales
- Series 7
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