Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orion? Claim Your ProfileOrion Willis is a financial professional with over 23 years of experience in the industry. Orion is currently registered with Centaurus Financial, Inc. and has been with the firm since 2003. Orion holds Series 6, 7, 24, 63, and 65 licenses and is a Chartered Financial Consultant. Orion's previous experience includes time at Invest Financial Corporation and MetLife Securities Inc. Orion is committed to providing clients with personalized financial advice and services that help them reach their goals.
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.
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2
AZ
09/29/2022 - Present
Centaurus Financial, Inc. (SUN CITY WEST AZ)
AZ
04/30/2007 - 11/12/2013
INVEST FINANCIAL CORPORATION (SUN CITY WEST AZ)
AZ
01/30/2003 - 05/01/2007
CENTAURUS FINANCIAL, INC. (SUN CITY WEST AZ)
MA
12/14/1999 - 01/09/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/14/1999 - 01/09/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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