Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan C. Fowler is a financial advisor with Fidelity Personal and Workplace Advisors, and has been working in the financial industry since December 3, 2015. Jordan holds the Series 7, Series 63, Series 66, and SIE licenses. Jordan has worked with Fidelity Brokerage Services LLC, Fisher Investments, and Fidelity Investments prior to their current role. Jordan is registered to provide investment advice in Arizona, California, Idaho, Massachusetts, Minnesota, Nevada, Oregon, Texas, Utah, Washington, and Wisconsin. Jordan is also registered as an Investment Advisor Representative in Minnesota and Texas.
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
MN
09/03/2024 - Present
Fidelity Personal AND Workplace Advisors (SOUTH COTTAGE GROVE MN)
CO
07/20/2015 - 12/20/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 11/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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