Unclaimed
Jordan Perry Bishop is a financial advisor with American Fidelity Securities, Inc. in Oklahoma City, OK. Jordan has over 2 years of experience in the financial services industry. Jordan has a Series 63, Series 6TO, and SIE licenses and is registered in Alabama. Prior to joining American Fidelity Securities, Inc., Jordan worked as a financial advisor at CENTAURUS FINANCIAL, INC. and Northwestern Mutual Investment Services, LLC.
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.
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2
OK
03/20/2023 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
AL
03/25/2021 - 12/03/2021
CENTAURUS FINANCIAL, INC. (VESTAVIA HILLS AL)
AL
07/29/2020 - 10/05/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BIRMINGHAM AL)
BC
Issued 08/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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