Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oren? Claim Your ProfileOren Sher is a financial professional with over 20 years of experience in the industry. Oren is currently registered with Equity Services, Inc. as an investment advisor representative. Previously, Oren has been associated with several firms including NYLIFE Securities LLC, Park Avenue Securities LLC, Allstate Financial Services, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Oren holds the Series 6, 7, 24, 26, 63, and 66 securities licenses. Oren provides financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
1
2
VT
07/14/2023 - Present
Equity Services, Inc. (MONTPELIER VT)
MT
03/04/2010 - 05/15/2023
NYLIFE SECURITIES LLC (BOZEMAN MT)
NY
01/09/2009 - 11/25/2009
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/29/2008 - 12/23/2008
ALLSTATE FINANCIAL SERVICES, LLC (BROOKLYN NY)
NY
12/16/2002 - 07/23/2008
METLIFE SECURITIES INC. (PEARL RIVER NY)
NY
12/16/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PEARL RIVER NY)
BOTH
Issued 11/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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