Unclaimed
Brian Jordan is a financial professional with over 6 years of experience in the industry. Brian is currently registered with Fidelity Brokerage Services LLC and is licensed in 53 states. Brian specializes in providing comprehensive financial advice to individuals and families. Prior to joining Fidelity, Brian worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
1
2
FL
06/11/2019 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
08/19/2016 - 04/30/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BC
Issued 10/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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