Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Evans is a financial advisor who has been in the industry since 2018. Jordan is currently registered with Fidelity Personal And Workplace Advisors and is licensed in New Jersey, New York, and Texas. Previously, Jordan was registered with American Portfolios Financial Services, Inc., Pruco Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jordan has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination, and General Securities Representative Examination.
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
NY
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
11/13/2019 - 04/22/2020
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
01/29/2019 - 10/25/2019
PRUCO SECURITIES, LLC. (Pittsford NY)
NY
03/19/2018 - 01/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
BOTH
Issued 05/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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