Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Stiner is a registered representative of Fidelity Personal And Workplace Advisors. Jordan has been active in the financial services industry since November 2022. Prior to joining Fidelity Personal And Workplace Advisors, Jordan was a registered representative with NYLIFE Securities LLC. Jordan holds a Series 63, 66 and 7TO licenses, and has completed the SIE exam. Jordan is registered with the Securities and Exchange Commission (SEC) and has been a registered investment advisor since September 2023. Jordan's current firm, Fidelity Personal And Workplace Advisors, is a registered investment advisor with the SEC and has over $1 trillion in assets under management. Fidelity Personal And Workplace Advisors provides a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/22/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
01/02/2022 - 10/31/2022
NYLIFE SECURITIES LLC (FRISCO TX)
BOTH
Issued 03/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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