Unclaimed
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.
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
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.
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
Active
Inactive
F
FINRA
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