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Orlando Ricardo Ferraro

Cetera Investment Advisers LLC

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About Orlando Ricardo Ferraro

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.

Firm Information

Orlando Ferraro is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

420 N EVERGREEN RD

SPOKANE VALLEY, WA 99216

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Orlando Ferraro’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Orlando Ricardo Ferraro.
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