Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Orozco is a financial advisor with First Citizens Investor Services. Adrian has been working in the financial services industry since May 1, 2022. Adrian is licensed in 52 states and the District of Columbia to offer securities advice.
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.
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
NC
11/28/2023 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
BOTH
Issued 11/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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