Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlaith? Claim Your ProfileOrlaith King is a financial advisor with Fidelity Personal and Workplace Advisors in Jacksonville, FL. Orlaith has 13 years of experience in the financial services industry. Orlaith is registered to provide investment advice in 27 states and is Series 7, Series 63, and Series 66 licensed. Orlaith holds the Certified Financial Planner designation. Orlaith specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Orlaith has been with Fidelity Personal and Workplace Advisors since 2018. Prior to that, Orlaith was a financial advisor at Northwestern Mutual Investment Services, LLC.
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.
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.
1
2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
03/24/2011 - 08/02/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
BOTH
Issued 08/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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