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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 Livolsi is an investment advisor representative at Fidelity Personal And Workplace Advisors. Jordan has been in the securities industry for over 3 years and has experience with Fidelity Brokerage Services LLC, Robinhood Financial, LLC, and Transamerica Capital, Inc.. Jordan holds Series 7TO, SIE, 63 and 66 licenses and is registered to provide investment advice in Colorado and Texas. Jordan has been actively involved in the securities industry, with experience in various roles, including delivery driver for DoorDash. Jordan specializes in various areas, including Retirement planning, College savings, Estate planning, Insurance planning and Annuities.
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
CO
01/12/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
11/17/2022 - 09/12/2024
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
10/13/2021 - 10/27/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
10/19/2020 - 10/15/2021
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BOTH
Issued 12/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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