Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Sinjin Smith is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jordan has been in the industry since November 2019 and is currently registered to provide investment advice in 53 states and the District of Columbia. Jordan holds several securities licenses including Series 66, 24, 9, 10, 7TO, and SIE. Jordan's experience includes roles at Mariner Finance, Bank of America, N.A. and the YMCA.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
01/06/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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