Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Spencer-skee Orr is a financial advisor registered with Rather & Kittrell, Inc. Francis has been working in the financial industry for several years. Francis is also a Certified Financial Planner. Francis holds Series 6, 7 and 63 licenses and the SIE designation. Francis has worked for several financial firms including Securities Service Network, LLC and SECU BROKERAGE SERVICES. Francis specializes in providing financial planning, portfolio management and consulting services to individuals, corporations, charitable organizations and pension and profit-sharing plans.
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.
Consulting
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.
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TN
05/30/2018 - Present
Rather & Kittrell, Inc. (KNOXVILLE TN)
TN
10/17/2016 - 09/01/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
NC
05/04/2015 - 09/14/2016
SECU BROKERAGE SERVICES (MURPHY NC)
BC
Issued 05/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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