Unclaimed
Jordan Bliss is a financial professional with over 16 years of experience in the industry. Jordan is currently registered with Guggenheim Securities, LLC and holds the Series 7, 24, 63 and SIE licenses. Jordan has previously worked with Credit Suisse Securities (USA) LLC, Barclays Capital Inc., and Lehman Brothers Inc.
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.
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.
1
2
CA
10/10/2018 - Present
Guggenheim Securities, LLC (SAN FRANCISCO CA)
CA
02/09/2016 - 11/02/2018
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
NY
09/22/2008 - 11/12/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/14/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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