Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Orr is a registered representative with Park Avenue Securities LLC in Cincinnati, OH. James Orr's current firm is in its Active status. He has been active in the industry since May 6th, 2006. James Orr has passed the Securities Industry Essentials (SIE), Series 6, and Series 63 examinations, and he is registered in Florida and Ohio. James Orr has previous experience with THE O.N. EQUITY SALES COMPANY, OHIO NATIONAL EQUITIES, INC., TOUCHSTONE SECURITIES, INC., and COUNTRYWIDE INVESTMENTS, INC.. James Orr specializes in several areas including Financial Planning, Selection of Other Advisers, and Portfolio Management for Individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
OH
12/08/2022 - Present
Park Avenue Securities LLC (CINCINNATI OH)
OH
03/23/2021 - 09/17/2021
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
OH
11/02/2018 - 04/16/2019
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
10/13/2010 - 09/20/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
OH
11/30/1999 - 05/21/2007
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
09/24/1998 - 12/16/1998
COUNTRYWIDE INVESTMENTS, INC. (CINCINNATI OH)
BC
Issued 02/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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