Unclaimed
Jordan Wells Fisher is a registered representative with Morgan Stanley & Co. LLC. Jordan has been in the industry since 2012 and has passed the Series 6, 63, SIE, and 99TO exams. Jordan is currently registered with FINRA and has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
08/14/2023 - Present
Morgan Stanley & Co. LLC (Baltimore MD)
MD
02/02/2012 - 11/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
BC
Issued 02/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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