Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Orr is a financial professional with over 18 years of experience in the financial services industry. Michael is currently registered with Cambridge Investment Research Advisors, Inc. in Missouri and is a Registered Representative in Florida, Illinois, Minnesota, Missouri, Pennsylvania. Michael is also a Registered Investment Advisor in Missouri. Michael has a Series 63, Series 65, Series 7, and SIE licenses. Michael is dedicated to helping his clients achieve their financial goals. Michael has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
07/24/2018 - Present
Cambridge Investment Research Advisors, Inc. (Mexico MO)
MO
10/03/2007 - 07/24/2018
LPL FINANCIAL LLC (MEXICO MO)
MO
04/30/2007 - 10/09/2007
INVEST FINANCIAL CORPORATION (MEXICO MO)
MO
09/21/2005 - 04/30/2007
PFIC SECURITIES CORPORATION (MEXICO MO)
TX
10/28/2004 - 09/21/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
Issued 10/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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