Alexander Jordan
Wholesaler and Financial Advisor
- Role
- Registed Representative at Simplicity Investments, Inc
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Alexander Jordan
Sandy is an experienced External Wholesaler and Financial Advisor based in Richmond…
Experience
Registed Representative
Jan 2018 — Present · Littleton, CO, US
Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC. in its entirety. FINRA licenses are held with The Leaders Group, which is a national, independent broker-dealer (BD) located in Littleton, Colorado and was founded in 1994. Securities offered through The Leaders Group, Inc, Member FINRA/SIPC, 26 W. Dry Creek Cir, Suite 800, Littleton, CO 80••••••••80
Education
Georgetown University
Certificate
Collegiate School
Diploma, College Preparatory
Hampden-Sydney College
Bachelor of Arts
Skills
- Microsoft Excel
- Powerpoint
- Asset Management
- Indexed Annuities
- 401k
- Retirement Planning
- Salesforce.com
- Financial Analysis
- Financial Services
- Employee Training
- Life Insurance
- Finance
- Real Estate
- Asset Allocation
- Mutual Funds
- Wholesaler
- Fixed Annuities
- Microsoft Office
- Sales
- Sales Management
- Iras
- Series 7
- Investments
- Retirement
- Strategic Financial Planning
- Fixed Income
- Customer Service
- Securities Regulation
- Securities
- Trading
- Public Speaking
- Series 65
- Series 63
- 401(K) Retirement Savings Plans
- Leadership
- Financial Advisory
- Time Management
- Investment Strategies
- Wealth Management
- Investment Advisory
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