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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jordan is a financial advisor who has been in the industry since 2002. He is currently registered with Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Previously, Steven Jordan was registered with DFC Investor Services and Harris Investor Services LLC. He is licensed to provide financial advice in Texas and Utah. Steven Jordan holds the Series 66, Series 63, Series 65, Series 4, SIE, and Series 7 licenses. His areas of expertise include financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
11/16/2004 - 07/06/2006
DFC INVESTOR SERVICES (CLAREMONT CA)
NJ
08/17/2000 - 08/20/2002
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
BOTH
Issued 1/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/8/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/1/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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