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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlow? Claim Your ProfileOrlow Medwin Walstad is a financial advisor currently registered with Waverly Advisors, LLC. Orlow has been a Registered Representative since 2013 and is currently licensed in Georgia. Orlow has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Orlow specializes in providing financial planning, pension consulting, and portfolio management services to both individuals and businesses. Orlow has held previous roles at Northwestern Mutual Investment Services, LLC, and The Robinson-Humphrey Company, LLC.
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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AL
08/29/2022 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
GA
08/30/2013 - 06/09/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
GA
08/20/1997 - 05/16/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 08/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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