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Craig Doten Jordan

National Financial Services LLC

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About Craig Doten Jordan

Craig Jordan is a financial professional with over 20 years of experience in the industry. Craig is currently registered with National Financial Services LLC. Craig has held previous registrations with Fidelity Brokerage Services LLC. Craig has a strong background in securities and holds Series 7, 9, 10, and 63 licenses. Craig is also a SIE exam holder. Craig is dedicated to providing his clients with the highest quality financial services.

Firm Information

Craig Jordan is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Craig Jordan’s Registration & Firm History

RI

06/21/2011 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

04/27/2007 - 09/28/2010

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

RI

12/07/2001 - 12/07/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 01/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/14/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Doten Jordan.
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