Unclaimed
Theadorea Kimberly Jordan is a financial advisor registered with Fidelity Brokerage Services LLC and has been in the industry since April 9, 2001. Jordan holds the Series 6, 7 and SIE licenses. Jordan is registered in 53 states and the District of Columbia. Prior to Fidelity, Jordan worked at Vanderbilt Securities, LLC, Neuberger Berman BD LLC, Neuberger Berman Management LLC, and MBSC Securities Corporation.
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
RI
07/20/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NY
08/09/2019 - 01/04/2021
VANDERBILT SECURITIES, LLC (WOODBURY NY)
NY
01/06/2016 - 08/09/2019
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
03/07/2008 - 06/30/2016
NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)
NY
09/20/2000 - 02/29/2008
MBSC SECURITIES CORPORATION (UNIONDALE NY)
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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