Unclaimed
Jordan Allred is a financial professional with over 10 years of experience in the industry. Currently registered with BA Securities, LLC, Jordan holds a Series 7, Series 63, Series 79, Series 79TO and SIE license. Jordan has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and National Financial Services LLC. Jordan is currently licensed in 9 states, and is dedicated to providing exceptional financial guidance to clients.
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
PA
10/27/2021 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
CA
09/08/2010 - 03/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
MA
11/15/2005 - 03/20/2007
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 05/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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