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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlando? Claim Your ProfileOrlando R. Houston is a financial advisor associated with Equitable Advisors, LLC. Orlando has been in the financial services industry since June 2011 and holds Series 6, 7, 24, 63, and 66 licenses. Orlando R. Houston provides financial advice to individuals, businesses, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and educational seminars. They have specialized knowledge in portfolio management, including those for businesses and individuals, and they are also experienced in providing pension consulting services.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
07/13/2023 - Present
Equitable Advisors, LLC (PITTSBURGH PA)
BOTH
Issued 06/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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