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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Orfe is an investment advisor representative with Sequoia Financial Group, LLC. Michael is a Series 3, 7, 63, 66 and SIE licensed individual with experience in the financial services industry. Michael's previous employers include Goldman, Sachs & Co. and Nomura Securities International, Inc. Michael has been in the industry since 2005. Michael also holds the Chartered Financial Analyst designation. Michael is registered in Pennsylvania.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
06/27/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
NY
04/29/2010 - 02/24/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
11/16/2005 - 10/19/2006
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
BOTH
Issued 05/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2010
Series 3 - National Commodity Futures Examination
BC
Issued 04/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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