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Jordan Palavra

5 Years of Experience
Tampa, FL
BrokerSells Insurance

Jordan Palavra is a registered investment advisor, based in Tampa, FL, with 5 years of industry experience.

Location

6550 W Hillsborough Ave, Suite 130, Tampa, FL, 33634

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jordan works as a registered representative for Trinity Wealth Securities and a financial consultant for Florida Financial Advisors, dedicating full-time hours to each. Jordan also engages in fixed insurance sales for Florida Financial Advisors for a few hours per week and serves as a board member for Boley Centers, spending minimal time on this role.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
January 2021 - Present · 5 yrs 4 mos
Florida Financial Advisors, LLC
January 2021 - Present · 5 yrs 4 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jordan Palavra - Financial Advisor | TrueAdvisor