Unclaimed
Orlando Maldonado is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Orlando has been working in the financial industry for over 40 years. Orlando is registered with the following securities regulators: FINRA and the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and West Virginia. Orlando is also a registered Investment Advisor in Pennsylvania, Texas and Virginia. Orlando holds the following securities licenses: Series 31, Series 5, Series 63, Series 65, and Series 7.
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.
Investment consulting services to institutional clients
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
OH
08/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
PA
11/10/2006 - 12/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMP HILL PA)
PA
07/21/1993 - 11/13/2006
MORGAN STANLEY DW INC. (HARRISBURG PA)
NJ
04/14/1993 - 07/19/1993
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
02/28/1983 - 04/14/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/08/1982 - 03/15/1983
PRUDENTIAL-BACHE SECURITIES INC.
NA
10/23/1980 - 10/19/1982
E. F. HUTTON & COMPANY INC
IA
Issued 10/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/1982
Series 5 - Interest Rate Options Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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