Unclaimed
Jordan Chambers Clopton is a financial advisor with over 20 years of experience in the industry. Jordan is currently registered with Quasar Distributors, LLC and is licensed to provide investment advice in all 50 states. Before joining Quasar Distributors, LLC, Jordan was previously employed by DEAN WITTER REYNOLDS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jordan holds Series 63, Series 66, Series 7, Series 26 and SIE licenses and is qualified to provide a range of investment products and services.
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.
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2
MA
04/15/2005 - Present
Quasar Distributors, LLC (Boston MA)
NY
07/08/1999 - 10/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/07/1999 - 05/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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