Unclaimed
Jordan Roman is a financial professional with experience in the securities industry. Jordan is a registered representative with Ceros Financial Services, Inc. Jordan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, Series 63 and SIE licenses. Jordan is currently registered in 52 states and the District of Columbia.
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
MD
05/08/2024 - Present
Ceros Financial Services, Inc. (ROCKVILLE MD)
BC
Issued 06/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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