Unclaimed
Ian Jordan is a financial advisor with Fidelity Brokerage Services LLC. Ian has over 6 years of experience in the financial services industry and is registered with the Financial Industry Regulatory Authority (FINRA). Ian is licensed to sell securities in all 50 states and the District of Columbia. Prior to joining Fidelity Brokerage Services LLC, Ian worked at DIRECTED SERVICES LLC, a registered investment advisor. Ian specializes in providing investment advice to individuals and families.
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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2
FL
03/21/2018 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
06/27/2016 - 02/24/2018
DIRECTED SERVICES LLC (Jacksonville FL)
BC
Issued 04/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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