Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Thomas Jordan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Orlando, Florida. Brent Jordan has been in the securities industry since October 11, 1999. Brent Jordan is registered with the state of Florida as an Investment Advisor Representative and in Texas as a Resident Investment Advisor Representative. Brent Jordan holds FINRA Series 7, 31, and SIE licenses. Brent Jordan also holds the Series 66 license for the Uniform Combined State Law Examination. In addition to the firm's main office in New York, Brent Jordan has worked from the Orlando office of Merrill Lynch. Brent Jordan was previously registered with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Brent Jordan is also involved in other business activities, including a rental property in Windermere, Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/06/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ORLANDO FL)
FL
02/21/2006 - 06/26/2008
CITIGROUP GLOBAL MARKETS INC. (BAY HILL FL)
MD
10/12/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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