Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Orr is a financial advisor with Oppenheimer & Co. Inc. who has been in the industry since 1979. Brian has a wide range of experience, having previously worked at RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, and Arthurs, Lestrade & Company Incorporated. Brian holds both a Series 63 and Series 65 license and is registered in 14 states to provide both brokerage and investment advisory services. Brian has a specialization in various areas, including financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
06/07/2016 - Present
Oppenheimer & Co. Inc. (MONROEVILLE PA)
PA
03/13/2009 - 07/31/2014
RBC CAPITAL MARKETS, LLC (SEWICKLEY PA)
PA
09/01/2006 - 03/13/2009
FERRIS, BAKER WATTS, LLC (SEWICKLEY PA)
PA
08/26/1987 - 09/01/2006
ARTHURS, LESTRANGE & COMPANY INCORPORATED (PITTSBURGH PA)
NA
06/11/1979 - 09/09/1987
CUNNINGHAM, SCHMERTZ & CO., INC.
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1981
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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