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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Balmforth is a financial advisor registered with Fidelity Personal And Workplace Advisors. Jordan has been working in the financial industry since December 2005. Jordan holds a Series 66 license which means Jordan is able to provide investment advice and sell securities. Jordan is also licensed as a registered representative and an investment advisor representative in the state of North Carolina. Jordan is registered in six states: Massachusetts, North Carolina, Texas, Utah, and Texas for investment advisory 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.
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.
1
2
NC
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (WINSTON-SALEM NC)
BOTH
Issued 09/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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