Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Allen Twidell is a financial advisor with Fidelity Personal AND Workplace Advisors. Jordan has been in the financial services industry since October 2016. Jordan is registered with the Securities and Exchange Commission as a registered investment advisor representative in Illinois. Jordan is also registered with the Financial Industry Regulatory Authority as a registered representative in Illinois and Texas. Jordan holds the Series 6, 7TO, 63 and 66 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
IL
10/27/2020 - Present
Fidelity Personal AND Workplace Advisors (NAPERVILLE IL)
IL
07/17/2017 - 02/04/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Naperville IL)
BOTH
Issued 08/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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