Jordan Curtis

Background

About Jordan Curtis

Jordan Curtis is a wealth advisor with LPL Financial/Mountain America Investment Services located at Mountain America Credit Union. As a Retirement Income Certified Professional (RICP), Jordan focuses on educating members on the many areas of retirement planning and how changes in savings, insurance, investment, Social Security and pension strategies will affect their overall security in retirement. Once the member is educated, Jordan then assists them with implementing the strategies discussed and reviews progress throughout the accumulation phase and subsequent retirement years.His certifications include Series 6, Series 7, Series 63 and Series 66 securities licenses held through LPL Financial, a Health insurance license and the RICP designation.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.