Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orit? Claim Your ProfileOrit Caspi is a financial professional with experience in the securities industry. Orit is currently registered with Globalink Securities, Inc. in California and Washington. Orit holds Series 63, Series 6TO and SIE licenses. Before joining Globalink Securities, Inc., Orit was employed with Transamerica Financial Advisors, Inc. in Bellevue, Washington.
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.
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.
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2
CA
03/01/2022 - Present
Globalink Securities, Inc. (Monrovia CA)
WA
05/13/2021 - 12/01/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (BELLEVUE WA)
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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