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 an investment advisor representative with Eagle Strategies LLC. Mario Orozco is licensed in 19 states including Texas, Virginia, and California. Mario Orozco has worked in the financial industry since 2004. Previous employers include VALIC Financial Advisors, Inc. and World Group Securities, Inc. Mario Orozco has a strong record of experience in financial planning, portfolio management and providing educational seminars. Mario Orozco is a licensed investment advisor representative and registered with the Securities and Exchange Commission.
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.
1
2
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 09/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mario Orozco is the right advisor for you? Invested Better is here to help.
