Unclaimed
Jordan Hope Tuss is an Investment Advisor Representative registered with Fidelity Personal And Workplace Advisors. Jordan Hope Tuss works in the Covington, Kentucky office of Fidelity Personal And Workplace Advisors and has been working in the financial industry since September 2023. Jordan Hope Tuss has passed the Series 7TO, SIE, and Series 66 exams. Jordan Hope Tuss has been registered with the state of Kentucky since January 24, 2024 and has 52 other state registrations. Jordan Hope Tuss is also registered with the state of Ohio as an Investment Advisor Representative. Jordan Hope Tuss also offers other business activities such as Consulting for small business and Paid lead volunteer for commun.
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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KY
02/02/2024 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 01/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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