Glennel Jordan

Glennel Jordan Email and Phone Number

Certified Financial Planner focusing on pursuing a retirees financial independence in the areas of income planning, portfolio allocation, and risk mitigation. @ Summit Financial Advisors
10900 Wayzata Blvd,
Glennel Jordan's Location
Honolulu, Hawaii, United States, United States
Glennel Jordan's Contact Details

Glennel Jordan work email

Glennel Jordan personal email

n/a

Glennel Jordan phone numbers

About Glennel Jordan

Financial Services for Individuals* Life Insurance* Disability Income Insuance* Long-Term Care Insurance* Retirement Funding* Investment Stragegies* 401(k) Rollovers* Traditional & Roth IRAs * AnnuitiesFinancial Services for Business* Employ Benefit Plans* Group Life, Disability and Income Insurance* Retirement Plans* Business Continuation Strategies

Glennel Jordan's Current Company Details
Summit Financial Advisors

Summit Financial Advisors

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Certified Financial Planner focusing on pursuing a retirees financial independence in the areas of income planning, portfolio allocation, and risk mitigation.
10900 Wayzata Blvd,
Website:
summitadvisorsmn.com
Employees:
9
Glennel Jordan Work Experience Details
  • Summit Financial Advisors
    Certified Financial Planner Practitioner
    Summit Financial Advisors Aug 2016 - Present
    Honolulu
    Securities and investment advisory services offered through Royal Alliance Associates member FINRA/SIPC. Royal Alliance Associates is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates.
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  • Lpl Financial - American Savings Bank
    Financial Advisor
    Lpl Financial - American Savings Bank Feb 2013 - Aug 2016
    Hawaiian Islands
    Working with and guiding clients in the accumulation, protection, and distribution of assets. Particularly focused on retirement, college savings, long term care and estate planning.
    View
  • Hawaii Trials Adventures
    Fun Director
    Hawaii Trials Adventures Jan 2009 - Jan 2015
    Assisting in the creation of the highlight of their Hawaii trip.
  • Wealth Strategy Partners, Llc
    Financial Advisor
    Wealth Strategy Partners, Llc Jun 2010 - Feb 2013
    Honolulu
    Helping clients to accumulate and protect their wealth.
    View
  • John Hancock Financial
    Financial Advisor
    John Hancock Financial Jul 2008 - Jun 2010
    Financial Advisor
    View
  • Merrill Lynch
    Financial Representative Internship
    Merrill Lynch Aug 2007 - Dec 2007
    Assisted one of the top financial advisors at Merrill Lynch with developing relationships with accountants and lawyers across the state of Hawaii.
    View

Glennel Jordan Skills

Retirement Planning Retirement Investments Strategic Financial Planning Insurance Disability Insurance Wealth Management Life Insurance Investment Strategies Finance Securities Small Business Asset Allocation Fixed Annuities 401k Employee Benefits Wealth Mutual Funds Estate Planning Financial Advisory Long Term Care Financial Planning Succession Planning Series 7 Iras Investment Advisory Financial Planners Long Term Care Insurance Risk Management Financial Analysis Portfolio Management Term Life Insurance Asset Management Financial Services Finra Series 63 Health Insurance Equities College Savings Plans Credit Fixed Income Wealth Accumulation Options Series 65 401k Rollovers Financial Modeling Outdoor Adventures Maintaining A Positive Attitude Energetic Self Starter Long Term Care

Glennel Jordan Education Details

Frequently Asked Questions about Glennel Jordan

What company does Glennel Jordan work for?

Glennel Jordan works for Summit Financial Advisors

What is Glennel Jordan's role at the current company?

Glennel Jordan's current role is Certified Financial Planner focusing on pursuing a retirees financial independence in the areas of income planning, portfolio allocation, and risk mitigation..

What is Glennel Jordan's email address?

Glennel Jordan's email address is gw****@****ual.com

What is Glennel Jordan's direct phone number?

Glennel Jordan's direct phone number is +180821*****

What schools did Glennel Jordan attend?

Glennel Jordan attended Hawaii Pacific University, Hawaii Pacific University, Seabury Hall.

What are some of Glennel Jordan's interests?

Glennel Jordan has interest in Networking, Keeping The Country Country, Investing, Traveling, Learning, Economic Empowerment, Environment, Finance, Surfing, Health.

What skills is Glennel Jordan known for?

Glennel Jordan has skills like Retirement Planning, Retirement, Investments, Strategic Financial Planning, Insurance, Disability Insurance, Wealth Management, Life Insurance, Investment Strategies, Finance, Securities, Small Business.

Who are Glennel Jordan's colleagues?

Glennel Jordan's colleagues are Jeff Schlicht, Cfp®, Kerrie Haggarty, Tahlia Body, Greg Johnson, Jenny Peacock, Matt Scherer, Cfp®.

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