Invested Better
Unclaimed

Unclaimed

Unclaimed

William Michael Jordan

Trident Partners Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Michael Jordan

William Michael Jordan has been in the financial industry since June 28, 1982. Currently, William is a registered representative at Trident Partners Ltd. based in Woodbury, NY. William also has experience with firms including CV BROKERAGE, INC, INTERNATIONAL ASSETS ADVISORY, LLC, IAA FINANCIAL LLC, LAIDLAW & COMPANY (UK) LTD., EKN FINANCIAL SERVICES INC., AMERICAN CAPITAL PARTNERS, LLC, BISHOP, ROSEN & CO., INC., WINDHAM SECURITIES, INC., IPOMARKET.COM, GLENN MICHAEL FINANCIAL, INC., THE HAMILTON-SHEA GROUP, INC., LANDMARK INTERNATIONAL EQUITIES, CAMELOT INVESTMENT CORP., LEW LIEBERBAUM & CO., INC., FIRST FIDELITY CAPITAL CORP., FIRST INDEPENDENCE GROUP INC., BEST INVESTORS GROUP, INC., INDIVIDUAL'S SECURITIES LTD., BRODIS SECURITIES INCORPORATED, BRODIS GALANT SECURITIES, and BLINDER, ROBINSON & CO.,INC.. William holds FINRA Series 7, 63, 24 and SIE licenses. William is licensed in California, Connecticut, Florida, Georgia, Maryland, New Jersey, New York, Puerto Rico, Texas and Utah.

Firm Information

William Jordan is currently registered with Trident Partners Ltd.. Trident Partners Ltd. is a Corporation formed on May 17, 1996, and has been approved to operate in all 50 states and the District of Columbia. The firm has an approved SEC registration. They have a total of 9 disclosures on file, including 5 for regulatory events and 4 for arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

13

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Jordan’s Registration & Firm History

NY

12/23/2015 - Present

Trident Partners Ltd. (WOODBURY NY)

NY

07/06/2015 - 12/04/2015

CV BROKERAGE, INC (New York NY)

NY

01/16/2014 - 07/01/2015

INTERNATIONAL ASSETS ADVISORY, LLC (Hauppauge NY)

NY

03/28/2013 - 01/13/2015

IAA FINANCIAL LLC (MELVILLE NY)

NY

09/25/2012 - 03/19/2013

LAIDLAW & COMPANY (UK) LTD. (MELVILLE NY)

NY

03/01/2011 - 10/12/2012

EKN FINANCIAL SERVICES INC. (MELVILLE NY)

NY

02/07/2008 - 03/18/2011

AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)

NY

05/08/2006 - 10/31/2006

BISHOP, ROSEN & CO., INC. (NEW YORK NY)

NY

02/11/2002 - 01/18/2006

WINDHAM SECURITIES, INC. (NEW YORK NY)

NY

07/25/1999 - 04/25/2001

IPOMARKET.COM (HAUPPAUGE NY)

NY

06/24/1997 - 06/17/1999

GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)

FL

02/26/1997 - 05/09/1997

THE HAMILTON-SHEA GROUP, INC. (POMPANO BEACH FL)

NY

10/27/1994 - 12/13/1996

LANDMARK INTERNATIONAL EQUITIES (WESTBURY NY)

NA

01/22/1993 - 10/31/1994

CAMELOT INVESTMENT CORP.

NY

05/17/1990 - 02/11/1993

LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)

NA

02/01/1990 - 10/19/1990

FIRST FIDELITY CAPITAL CORP.

NA

12/08/1989 - 02/06/1990

FIRST INDEPENDENCE GROUP INC.

NY

03/10/1989 - 10/30/1989

BEST INVESTORS GROUP, INC. (HAUPPAUGE NY)

NA

02/25/1984 - 03/29/1989

INDIVIDUAL'S SECURITIES LTD.

NA

11/30/1982 - 02/10/1984

BRODIS SECURITIES INCORPORATED

NA

04/29/1982 - 10/12/1982

BRODIS GALANT SECURITIES

NA

05/01/1979 - 04/22/1982

BLINDER, ROBINSON & CO.,INC.

Not sure if William Michael Jordan is right for you?

Licenses & Designations

BC

Issued 06/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Michael Jordan.
Not sure if William Michael Jordan is right for you?