Unclaimed
Jordan Lyonnais is a registered representative with Bofa Securities, Inc. Jordan has been in the industry for 1 year and is licensed in 27 states. Jordan holds Series 7TO, 86, 87, and 63 licenses. Jordan is also registered with FINRA. Jordan is affiliated with the New York, NY branch of Bofa Securities, Inc.. Bofa Securities, Inc. offers a variety of investment services, including research-related services and publication of periodicals.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
08/23/2022 - Present
Bofa Securities, Inc. (NEW YORK NY)
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/19/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jordan Lyonnais is the right advisor for you? Invested Better is here to help.