Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlando? Claim Your ProfileOrlando Rafael Cruz is a registered investment advisor representative associated with Ameritas Advisory Services, LLC. Orlando is a seasoned professional in the financial services industry with over two decades of experience. Orlando has held various roles at prominent firms like PNC Investments and Wells Fargo Advisors, LLC, and has a proven track record of providing comprehensive financial advice to a wide range of clients. Orlando is committed to assisting clients with their financial planning, portfolio management, and other financial needs.
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.
Solicitor fees
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2
NC
06/13/2024 - Present
Ameritas Advisory Services, LLC (CHARLOTTE NC)
DC
05/01/2020 - 05/23/2023
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
NC
01/06/2017 - 05/01/2020
PNC INVESTMENTS (CHARLOTTE NC)
NC
05/14/2014 - 12/20/2016
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
05/14/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
FL
01/04/2013 - 05/05/2014
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
CT
04/08/2011 - 09/28/2012
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NC
03/22/2002 - 03/09/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
01/22/1993 - 10/13/1995
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/11/2013
Series 4 - Registered Options Principal Examination
BC
Issued 10/09/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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