Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlando? Claim Your ProfileOrlando E. Falcon is a financial advisor with over 19 years of experience in the industry. Orlando is currently registered with J.p. Morgan Securities LLC. Prior to joining J.p. Morgan Securities LLC, Orlando was employed with Morgan Stanley, Citigroup Global Markets Inc., Metlife Securities Inc., Metropolitan Life Insurance Company, New England Securities and Walnut Street Securities, Inc. Orlando holds both the Series 7 and the SIE licenses. Orlando is also a specialist in various areas including: securities, commodities, mutual funds, variable annuities, and fixed insurance products. Orlando primarily works with individuals, high-net-worth individuals, corporations, labor unions, pension plans, charitable organizations and insurance companies.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/07/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/01/2009 - 03/04/2013
MORGAN STANLEY (PURCHASE NY)
NY
10/28/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
04/26/2004 - 08/16/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/26/2004 - 08/16/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/26/2004 - 08/16/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
04/26/2004 - 08/16/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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