Unclaimed
Orlando Ferraro is an investment advisor representative currently registered with Cetera Investment Advisers LLC in SPOKANE VALLEY, WA. Orlando has been in the industry since October 27, 2006 and has held previous registrations with Commonwealth Financial Network, MetLife Securities Inc., and Metropolitan Life Insurance Company. Orlando has passed the Series 6, 7, 63, and 65 exams as well as the Securities Industry Essentials (SIE) Exam. Orlando provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Orlando also owns and operates CORE FINANCIAL GROUP, which provides insurance and financial services in SPOKANE VALLEY, WA.
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
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (SPOKANE VALLEY WA)
WA
03/28/2014 - 06/03/2019
COMMONWEALTH FINANCIAL NETWORK (SPOKANE VALLEY WA)
WA
10/27/2006 - 04/04/2014
METLIFE SECURITIES INC. (SPOKANE WA)
WA
10/27/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SPOKANE WA)
IA
Issued 2/7/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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