Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lowman Orr is a financial advisor currently registered with Jefferies LLC in Charlotte, NC. Richard is a Series 63, Series 79 and SIE licensed advisor. Richard has been working in the financial services industry since August 2014. Richard was previously registered with Morgan Stanley & Co. LLC in New York, NY.
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.
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.
1
2
NC
06/29/2018 - Present
Jefferies LLC (CHARLOTTE NC)
NY
08/29/2014 - 06/25/2018
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Orr is the right advisor for you? Invested Better is here to help.
