Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Granville? Claim Your ProfileGranville Jordan is a financial advisor with Fidelity Personal and Workplace Advisors. Granville is a registered investment advisor in Minnesota and Texas and has been working in the financial services industry since 2002. Granville's previous experience includes positions at Transamerica Investors Securities Corporation, TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Granville has a strong background in financial planning and portfolio management and holds the Series 6, 7, 9, 10, 63, 65, and 66 securities licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
02/21/2021 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
NY
11/17/2009 - 01/26/2021
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MN
05/28/2009 - 11/16/2009
TD AMERITRADE, INC. (MINNEAPOLIS MN)
MN
01/03/2007 - 02/21/2009
FIDELITY BROKERAGE SERVICES LLC (OAKDALE MN)
KY
05/03/2004 - 01/03/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
02/05/2002 - 05/03/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
09/28/2001 - 02/07/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 04/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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