Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Roberto Orozco is a financial advisor registered with Eagle Strategies LLC. Mario has been in the industry since 2004. Mario is also registered with New York Life Insurance Company and has experience with insurance products. Mario holds several licenses, including Series 7, 6, 63, and 65. Mario provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and charitable organizations. Mario specializes in retirement planning, college savings, and investment management.
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.
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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VA
11/13/2014 - Present
Eagle Strategies LLC (HERNDON VA)
MD
01/25/2006 - 09/25/2014
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
GA
09/23/2004 - 01/18/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 9/5/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/5/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/6/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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