Unclaimed
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.
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.
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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)
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
Active
Inactive
F
FINRA
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