Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Emmanuel Orellana is a financial advisor with Roosevelt & Cross, Inc. in New York, NY. Jerry has been in the financial services industry since 2002. He has a Series 7, Series 53, Series 63, Series 52TO and SIE license. Jerry is also registered in Connecticut, New York and Rhode Island. Previously, Jerry held positions with UBS Financial Services Inc. and UBS 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.
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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NY
11/30/2022 - Present
Roosevelt & Cross, Inc. (NEW YORK NY)
NJ
10/01/2008 - 07/22/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/16/2006 - 10/21/2008
UBS SECURITIES LLC (NEW YORK NY)
NJ
09/02/2002 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 12/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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