Unclaimed
Gerson Ismael Orozco is a financial professional with over 10 years of experience in the financial services industry. Gerson holds a Series 6, 7, 26, 51, and 63 securities license and is currently registered with Farmers Financial Solutions, LLC in Westlake Village, California. Gerson has previously held positions at J.P. Morgan Securities LLC and Chase Investment Services Corp.
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
CA
10/16/2014 - Present
Farmers Financial Solutions, LLC (Westlake Village CA)
CA
10/01/2012 - 10/27/2014
J.P. MORGAN SECURITIES LLC (PALMDALE CA)
CA
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PALMDALE CA)
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/03/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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