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William Michael Jordan

Southstate|duncanwilliams Securities Corp.

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About William Michael Jordan

William Jordan is a securities professional with over 30 years of experience in the financial industry. William Jordan is currently registered with Southstate|duncanwilliams Securities Corp. and holds licenses for Series 63, SIE and Series 7 exams. William Jordan has a strong track record of providing comprehensive financial services and has held previous registrations in 17 states. William Jordan is dedicated to helping clients reach their financial goals.

Firm Information

William Jordan is currently registered with Southstate|duncanwilliams Securities Corp.. Southstate|duncanwilliams Securities Corp. is a corporation formed in March 1969. The firm is registered in 49 states and is approved for registration with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

81

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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William Jordan’s Registration & Firm History

TN

03/18/1993 - Present

Southstate|duncanwilliams Securities Corp. (MEMPHIS TN)

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Licenses & Designations

BC

Issued 04/06/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Michael Jordan. Review regulatory record here.
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