Patrick Jordan
Business Owner at Stars and Stripes Financial Services
- Role
- Business Owner at Stars And Stripes Financial Services
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Patrick Jordan
Individual/Family Investment Advice* Retirement Income Solutions * Retirement Planning * Portfolio Management* Fee Based Financial Planning * Life Insurance Solutions * College Savings Solutions* Fee Based Portfolios * 401k Options & Education* IRA Consolidation * Estate Plan Review* Beneficiary ReviewBusiness Retirement Plan Services*401K Fiduciary Consulting *Retirement Plan Benchmarking *Retirement Plan Review* 401K Audit Consulting* Participant Education/Advice* Investment Planning Oversite* Investment Committee Oversite* Investment Policy Statement and Review* Education Policy Statement and Review* Plan Evaluation* RFP Process ManagementSecurities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network This communication is strictly intended for individuals residing in the state of NV, CA, IN, FL, TX, AL, NC, IL, HI, AZ, NY, WI. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: and Stripes Financial Services is located at 7885 W Sunset Road Suite 150 Las Vegas, NV 89••••••••00
Experience
Business Owner
Stars And Stripes Financial Services
Dec 2011 — Present · Las Vegas, NV, US
Education
San Francisco State University
BS
1986 — 1990
Skills
- Financial Advisory
- How to Choose a Financial Advisor
- Securities
- Wealth
- Global Investment Management
- Investment Portfolio Design
- Portfolio Management
- Wealth Management
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Investments
- Financial Services
- 401k
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