Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Caruso is a Financial Advisor who has been in the industry since September 2, 2012. Jordan Caruso is currently registered with Fidelity Brokerage Services LLC and is licensed in Florida, Massachusetts, Texas and Utah. Jordan Caruso has passed the Series 7, Series 9, Series 10 and Series 63 exams. Jordan Caruso specializes in providing financial advice to individuals and families.
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
FL
09/03/2012 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 09/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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