Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orit? Claim Your ProfileOrit Sapir alon is a financial advisor at Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Orit has been in the industry since May 2018 and is registered to provide investment advice in Pennsylvania and Texas. Prior to joining Edward Jones, Orit was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Orit has a Series 66, Series 7, Series 9, and Series 10 license.
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.
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.
See schedule d - miscellaneous
1
2
PA
10/17/2024 - Present
Edward Jones (SOUDERTON PA)
PA
04/26/2018 - 08/14/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
BOTH
Issued 05/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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