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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Orlando is a financial advisor with World Equity Group, Inc. in Cary, NC. Jeffrey has been in the financial industry since 2015, and is a registered representative with FINRA and registered with the state of North Carolina. Jeffrey has experience providing investment advice to individuals and has held positions with several other firms in the past. In addition to World Equity Group, Inc., Jeffrey also has a relationship with The Leaders Group, Inc. in Littleton, CO. Jeffrey holds Series 6, 7 and 66 securities licenses.
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.
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2
NC
01/10/2024 - Present
World Equity Group, Inc. (Cary NC)
CO
01/21/2022 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
11/20/2017 - 03/11/2020
HORNOR, TOWNSEND & KENT, LLC (MORRISVILLE NC)
NC
04/08/2015 - 10/05/2016
HATTERAS CAPITAL (RALEIGH NC)
NC
11/17/2014 - 02/27/2015
EDWARD JONES (CARY NC)
MO
09/11/1996 - 09/25/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
CT
09/09/1993 - 08/06/1996
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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