Unclaimed
Orlando Marcelino Diaz is a financial advisor who has been working in the industry since March 2021. Orlando is registered with both FINRA and the state of New Jersey, and is also registered as an investment advisor representative in Connecticut and New Jersey. Orlando is currently employed by Mendham Capital Management, Inc. and Raymond James Financial Services Advisors, Inc., providing financial advice to clients. Orlando is also involved in a business as an advisor with Mendham Capital Management - RJFS. Orlando holds the Series 7TO and Series 66 licenses.
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.
General consulting services/seminars
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.
1
2
NJ
10/26/2023 - Present
Mendham Capital Management, Inc. (BASKING RIDGE NJ)
BOTH
Issued 02/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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