Unclaimed
Frederick Dionne Jordan is a financial advisor who has been in the industry since April 25, 2024. Frederick is registered with PFS Investments Inc. in the state of Illinois. Frederick is a registered representative and has passed the Series 6TO, SIE, and Series 63 exams. Frederick works with individuals and high net worth individuals to manage their financial portfolios.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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IL
04/26/2024 - Present
PFS Investments Inc. (CHICAGO IL)
BC
Issued 08/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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