Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlando? Claim Your ProfileOrlando Sthory is a financial advisor with over 8 years of experience in the financial services industry. Orlando holds a Series 7, Series 63, Series 65 and SIE license. Orlando is currently registered with Navy Federal Investment Services, LLC, and is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Orlando has a strong background in providing financial advice to individuals and businesses. Orlando's clients are primarily high net worth individuals and individuals other than high net worth. Orlando specializes in providing financial planning, portfolio management, educational seminars, and selection of other advisers. Before joining Navy Federal Investment Services, LLC, Orlando worked with Equitable Advisors, LLC and Grove Wealth Management, Inc. Orlando is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/02/2024 - Present
Navy Federal Investment Services, LLC (Miami FL)
FL
12/20/2022 - 10/06/2023
EQUITABLE ADVISORS, LLC (BOCA RATON FL)
BC
Issued 10/06/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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