Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Jordan is a financial advisor with Fidelity Distributors Co. LLC, and has over 20 years of experience in the financial services industry. James is registered with FINRA as a General Securities Representative and holds a Series 63 and Series 7 license. James is also registered with the state of Massachusetts and all other states, and has been with Fidelity since May 2016. Previously, James was a financial advisor with PYRAMIS DISTRIBUTORS CORPORATION LLC from 2013-2016.
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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MA
05/12/2016 - Present
Fidelity Distributors Co. LLC (BOSTON MA)
MA
03/11/2013 - 05/12/2016
PYRAMIS DISTRIBUTORS CORPORATION LLC (BOSTON MA)
RI
10/05/2000 - 04/07/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 10/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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