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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 Lewis is an investment advisor representative with Fidelity Personal and Workplace Advisors. Jordan has been in the financial industry since April 13, 2014. Jordan is licensed to provide advisory services in Massachusetts, Texas and Utah. Jordan holds Series 63, 66, 7 and SIE licenses, and has also passed Series 9 and 10 exams. Fidelity Personal and Workplace Advisors is a registered investment advisor with the Securities and Exchange Commission. They provide advisory services to individuals, families, and businesses.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 01/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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