Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Jordan is a financial advisor with over 9 years of experience in the financial services industry. Taylor currently works with Fidelity Personal and Workplace Advisors in Rochester, New York. Taylor is a registered representative of Fidelity Brokerage Services LLC, a subsidiary of Fidelity Investments, and is also registered as an Investment Advisor Representative in New York and Texas. In addition to holding the Series 6, 7, 63, 66, 9 and 10 licenses, Taylor has passed the Securities Industry Essentials (SIE) Exam. Prior to joining Fidelity, Taylor worked as a financial advisor at M&T Securities, Inc. and has experience working in the financial services industry with M&T Bank. Taylor specializes in providing financial planning, portfolio management and investment advice to individuals, families and businesses. Taylor is committed to helping clients achieve their financial goals and providing them with the personalized service they deserve.
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
NY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
01/27/2015 - 03/30/2015
M&T SECURITIES, INC. (ROCHESTER NY)
BOTH
Issued 05/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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