Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Caldwell Carter has been in the financial services industry since July 2012. Jordan is currently a registered representative at Fidelity Brokerage Services LLC and is licensed in all 50 states and Puerto Rico. Jordan is a Series 7, 9, 10 and 63 licensed professional and holds the Series 4 license. Jordan has passed the SIE and is committed to helping clients achieve their financial goals.
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
FL
07/10/2012 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 07/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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