Unclaimed
Orlando Figus is a registered investment advisor representative at Dimensional Fund Advisors LP in Austin, TX. Orlando has been in the industry since 2021 and has been registered with the firm since June 2022. Orlando specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Orlando is also registered as an investment advisor representative in California. Previously, Orlando worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC. Orlando has passed the Series 66, Series 7TO, and SIE exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/23/2022 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
DC
03/08/2021 - 05/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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