Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Orr is a financial professional with over 15 years of experience in the financial services industry. Craig currently holds the Series 7, Series 6 and SIE licenses. Craig is registered with MML Investors Services, LLC and has a branch office in New Albany, OH. Craig has a strong background in investment advising, portfolio management and financial planning, and is dedicated to providing personalized financial solutions to individuals and families. Previously, Craig has worked with The Huntington Investment Company and PFS Investments Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
04/04/2024 - Present
MML Investors Services, LLC (New Albany OH)
OH
12/12/2008 - 11/08/2012
THE HUNTINGTON INVESTMENT COMPANY (NEWARK OH)
GA
04/08/2004 - 10/13/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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