Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Orrell is a financial advisor registered in Ohio with The Huntington Investment Co. Jeffrey has over 4 years of experience in the financial services industry. Jeffrey is also a licensed representative of The Huntington Investment Co. and offers a range of financial products and services, including investment management, financial planning, and retirement planning. Jeffrey has held previous roles with OneAmerica Securities, Inc., and NYLIFE Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/28/2018 - Present
THE Huntington Investment Co. (AKRON OH)
OH
02/09/2018 - 06/19/2018
ONEAMERICA SECURITIES, INC. (WESTLAKE OH)
OH
02/13/2014 - 02/02/2018
NYLIFE SECURITIES LLC (SOLON OH)
BC
Issued 02/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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