Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlando? Claim Your ProfileOrlando Sierra is a financial professional with over 14 years of experience in the financial services industry. Orlando is currently registered with Westpark Capital, Inc. and is located in Boca Raton, Florida. Previously Orlando was a financial advisor for Wells Fargo Advisors, LLC, CitiCorp Investment Services and Wachovia Securities, LLC. Orlando has a Series 7, Series 63, Series 66, and SIE license. Orlando specializes in financial planning, portfolio management for individuals and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
FL
06/20/2024 - Present
Westpark Capital, Inc. (BOCA RATON FL)
CA
03/11/2019 - 02/02/2021
WESTPARK CAPITAL, INC. (LOS ANGELES CA)
FL
05/09/2016 - 08/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
06/19/2012 - 08/25/2014
MML INVESTORS SERVICES, LLC (CORAL GABLES FL)
NA
09/23/2011 - 03/23/2012
CALDWELL INTERNATIONAL SECURITIES (NASSAU )
FL
07/14/2010 - 08/19/2011
NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)
FL
06/04/2007 - 04/01/2010
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
12/05/2003 - 03/26/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
MO
06/19/2002 - 12/02/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
02/04/2002 - 03/01/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
CA
11/09/2001 - 01/29/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 05/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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