Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orzalla? Claim Your ProfileOrzalla Sulaimankhil is a financial advisor with over 15 years of experience in the industry. Orzalla began their career at Ameriprise Financial Services, Inc. and has also worked at Chase Investment Services Corp. and J.P. Morgan Securities LLC. Currently, Orzalla is registered as a registered representative with Wells Fargo Clearing Services, LLC. Orzalla is licensed in multiple states including California and Texas. In addition to their financial advising experience, Orzalla is also the 100% owner of TGT Holdings, LLC, a real estate holding company.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/06/2022 - Present
Wells Fargo Clearing Services, LLC (PASADENA CA)
CA
10/01/2012 - 02/09/2022
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
04/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
CA
11/05/2007 - 04/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 12/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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