Unclaimed
Jordan Levy is a registered representative with Truist Securities, Inc. Jordan has been active in the securities industry since 2018. Jordan has passed the Series 63, SIE, Series 87, Series 86, and Series 7 exams. Jordan has a total of 52 active state registrations. Jordan is also registered in all of the states in the United States.
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.
1
2
TX
01/22/2018 - Present
Truist Securities, Inc. (HOUSTON TX)
BC
Issued 02/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/12/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jordan Levy is the right advisor for you? Invested Better is here to help.