Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlan? Claim Your ProfileOrlan L Bennett is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc.. Orlan L Bennett has been in the industry since May 16, 2012. Orlan L Bennett has passed the Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, and SIE exams. Orlan L Bennett is registered in Florida as an investment advisor representative and a broker-dealer. Orlan L Bennett was previously employed by FIDELITY BROKERAGE SERVICES LLC in Jacksonville, Florida. Orlan L Bennett has a strong track record of success in the financial services industry and is committed to providing clients with the highest level of personalized service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
12/26/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
10/25/2007 - 05/27/2008
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 12/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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