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Jordan Perschel

Financial Representative

1000 followers

Boston, Massachusetts, United States

Connect with Jordan Perschel to Send Message

Connect with Jordan Perschel to Send Message

Timeline
About me
Divisional Manager, Wealth Management Banking
Education
- Worcester Academy
  2004 - 2008
  Activities and Societies: Environmental Club, Presidential Community Service Award Recipient
- Miami University
  2008 - 2012
  Bachelor of Science Finance
  Activities and Societies: Sigma Alpha Epsilon Fraternity, Redhawk Solar Energy Society
Experience
- Fidelity Investments
  Jun 2012 - Apr 2013
  Financial Representative
- Morgan Stanley
  Apr 2013 - Sept 2017
  - Consulting Group Analyst
    Aug 2015 - Sept 2017
  - Registered Associate
    Apr 2013 - Aug 2015
- Supernova Lending™
  Sept 2017 - Oct 2018
  - Assistant Vice President, Advisor Sales and Services
    Jan 2017 - Oct 2018
  - External Lending Consultant
    Sept 2017 - Aug 2018
- RBC Wealth Management
  Oct 2018 - now
  - Divisional Manager, Wealth Management Banking
    Oct 2023 - now
  - External Consultant, Credit & Liquidity Solutions
    Oct 2018 - Oct 2023
Licenses & Certifications
- Series 63: Uniform Securities Agent State Law
  Financial Industry Regulatory Authority (FINRA)
  Sept 2012
- Series 7: General Securities Representative
  Financial Industry Regulatory Authority (FINRA)
  Sept 2012
- Series 65: Investment Advisors Law
  Financial Industry Regulatory Authority (FINRA)
  Mar 2015
- Investment Management Consultant Certificate
  Investment Management Consultants Association
  Oct 2015
- Series 24
  FINRA
  Jul 2023

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