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Samantha Shea Jordan

Paychex Securities Corp.

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About Samantha Shea Jordan

Samantha Jordan is a financial professional registered with Paychex Securities Corp. Samantha has been in the industry since September 2020 and holds the Series 63, Series 6TO, and SIE licenses. Samantha is registered to offer securities in 51 states. Samantha's professional experience includes working with clients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Samantha Jordan is currently registered with Paychex Securities Corp.. Paychex Securities Corp. is a corporation formed in 1995 and approved in all 50 states, as well as the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

117

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Samantha Jordan’s Registration & Firm History

FL

09/15/2020 - Present

Paychex Securities Corp. (West Palm Beach FL)

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Licenses & Designations

BC

Issued 11/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samantha Shea Jordan.
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