OUR TEAM
Jordan Sirota
Interests
I enjoy spending time with my wife, Hayley and daughter, Stella and our dog, Fin.
When I have time, I listen to podcasts and watch history documentaries. I also consider myself a car enthusiast. I regularly like to incorporate physical fitness into my life and enjoy tennis. Traveling and seeing all of what our country has to offer is of great interest.
Community Participation
I work with the Foundation of Hope to fund research for mental illness.
Education
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Bachelor of Science in Accounting and Legal Services, Minor in Finance, College of Charleston, SC 2020
Qualifications
- Series 7 and Series 66 held through LPL Financial
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Life and Health Certification
CFP® CERTIFIED FINANCIAL PLANNER® practitioner
The CERTIFIED FINANCIAL PLANNER® practitioner certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
Jordan Sirota is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
