Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Kicsak is a financial advisor who has been working in the financial industry since 2016. Jordan is currently registered with Fidelity Personal And Workplace Advisors and has Series 6, 7, 9, 10 and 66 securities licenses, as well as SIE and Series 63 state licenses. Jordan has been registered with the state of Texas since 2023. Before joining Fidelity Personal And Workplace Advisors, Jordan worked for Directed Services LLC from 2016 to 2016. Jordan is also registered as an Investment Advisor Representative in the state of Florida and Texas.
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
FL
10/04/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
01/11/2016 - 10/03/2016
DIRECTED SERVICES LLC (Jacksonville FL)
BOTH
Issued 06/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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