Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Bruno Fiori is a financial advisor at Cambridge Investment Research Advisors, Inc. in Oldsmar, Florida. Jordan Bruno Fiori has been a registered representative since June 19, 2020. Jordan Bruno Fiori is registered with Cambridge Investment Research Advisors, Inc. and Equitable Advisors, LLC. The advisor has a Series 7, Series 66 and SIE license. The advisor also has a current active Florida insurance license. Jordan Bruno Fiori is experienced in providing financial planning, portfolio management, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
05/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Oldsmar FL)
FL
06/19/2020 - 05/17/2024
EQUITABLE ADVISORS, LLC (OLDSMAR FL)
BOTH
Issued 10/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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