Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Gregorio Orzal is a financial advisor with Equity Services, Inc., in Oakland, CA. Oliver has been in the financial industry since 1999, working with a variety of clients, including individuals, businesses, and pension plans. He has a broad range of experience, including financial planning, portfolio management, and investment advisory services. Oliver is licensed and registered in several states and holds a Series 6, 7, 63, and 65 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/17/2024 - Present
Equity Services, Inc. (OAKLAND CA)
CA
06/30/2006 - 01/23/2024
AMERITAS INVESTMENT COMPANY, LLC (Livermore CA)
CA
08/31/2005 - 06/30/2006
CARILLON INVESTMENTS, INC. (DANVILLE CA)
CA
08/22/2003 - 08/18/2005
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
CO
05/08/2001 - 08/19/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
05/18/1999 - 02/06/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 03/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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