Unclaimed
Gary James Orf is a financial advisor with Cetera Investment Advisers LLC. Gary has been in the financial services industry since 2004. Gary has been registered with Cetera Investment Advisers LLC since August 10, 2023. Gary has a wide range of experience in the financial services industry, including experience with Securian Financial Services, Inc. and Renaissance Financial. Gary is a Chartered Financial Analyst and holds Series 4, 7, 24, 53, and 63 licenses. Gary specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Gary's firm, Cetera Investment Advisers LLC, is a registered investment adviser with the Securities and Exchange Commission (SEC). Cetera Investment Advisers LLC is a well-established firm with a strong track record of providing financial advice to individuals and businesses.
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.
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.
1
2
MO
08/10/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
03/24/2011 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BC
Issued 06/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/05/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Orf is the right advisor for you? Invested Better is here to help.