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Mark Ghazal

Orion Financial Advisors

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About Mark Ghazal

Mark Ghazal is an investment advisor representative at Orion Financial Advisors. Mark has over 17 years of experience in the financial services industry. Mark has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Mark holds the Series 6, 7, 63, and 66 licenses. Mark specializes in portfolio management for individuals and educational seminars. Mark is committed to providing his clients with the highest level of service and personalized financial advice.

Firm Information

Mark Ghazal is currently registered with Orion Financial Advisors. Orion Financial Advisors is an independent financial advisory firm that provides portfolio management services for individuals. They have 2 licensed agents and 2 investment advisor representatives managing approximately $5.4 million in assets for 39 clients. The firm offers educational seminars and has a website at https://www.orionfinancialadvisor.com.

$5.41M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Ghazal’s Registration & Firm History

NJ

05/22/2024 - Present

Orion Financial Advisors (VOORHEES NJ)

CA

04/24/2018 - 04/24/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BREA CA)

CA

06/10/2016 - 02/20/2018

MORGAN STANLEY (MONARCH BEACH CA)

CA

08/02/2006 - 06/06/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)

MA

10/17/2005 - 03/02/2006

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/17/2005 - 03/02/2006

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/13/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Ghazal.
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