Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Lewis Waterman is a registered representative with Bofa Securities, Inc., based in Houston, Texas. Jordan's career in the securities industry began in 2017, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jordan is currently licensed with the state of Texas and holds the Series 63, SIE and Series 79 licenses.
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
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2
TX
05/10/2019 - Present
Bofa Securities, Inc. (HOUSTON TX)
TX
08/12/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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