Unclaimed
Jordan Douglas Bolton is a registered representative with Fidelity Brokerage Services LLC and has been in the securities industry for less than one year. Jordan is licensed to sell securities in all 50 states and is a member of FINRA. Jordan has passed the Series 7TO, Series 63 and SIE exams. Jordan specializes in providing investment advice to individuals and families.
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
UT
09/04/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 09/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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