Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Orlando is a financial advisor with over 28 years of experience. John has a wide range of experience in the financial services industry, having worked with Financial Security Advisory Inc. since 1997 and previously with FINANCIAL SECURITY MANAGEMENT, INCORPORATED and DAVENPORT-DUKES FINANCIAL SERVICES, INC.. John holds multiple licenses and registrations in various states, including Florida, Georgia, Illinois, Massachusetts, New Jersey, North Carolina, South Carolina, Tennessee, Texas, and Virginia. John provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and life and health insurance sales.
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.
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
VA
07/03/1997 - Present
Financial Security Advisory Inc. (Virginia Beach VA)
VA
05/15/1997 - 08/28/1997
FINANCIAL SECURITY MANAGEMENT, INCORPORATED (VIRGINIA BEACH VA)
NA
01/01/1996 - 05/15/1997
DAVENPORT-DUKES FINANCIAL SERVICES, INC.
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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