Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlando? Claim Your ProfileOrlando Rosario is a financial advisor with Seacrest Wealth Management, LLC. Orlando has been a registered investment advisor for over 20 years. Orlando's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Orlando has a strong background in financial planning, portfolio management, and pension consulting.
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.
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.
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NY
04/15/2024 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
CO
11/30/2021 - 04/20/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NC
07/18/2013 - 01/06/2021
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NC
09/01/2011 - 02/15/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DURHAM NC)
NC
09/17/2007 - 04/06/2010
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
NC
06/12/2007 - 09/06/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CARY NC)
NH
01/26/2001 - 05/14/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 05/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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