Unclaimed
Alma Edwards Faerber is a financial professional with over 20 years of experience in the industry. Alma is currently registered with Orchard Securities, LLC. Prior to her current role, Alma was employed by Triad Advisors, Inc. and Fidelity Brokerage Services LLC. Alma is licensed in Arizona, California, Connecticut, New Hampshire and Utah and holds the Series 63, 65, 24, 7 and SIE licenses. Alma specializes in helping clients achieve their financial goals.
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.
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2
UT
07/29/2016 - Present
Orchard Securities, LLC (PLEASANT GROVE UT)
UT
05/05/2009 - 07/27/2016
TRIAD ADVISORS, INC. (PROVO UT)
RI
11/17/1999 - 12/10/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 05/21/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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