Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rocco? Claim Your ProfileRocco Orlando is an active registered representative with Cadaret, Grant & Co., Inc. based in NEW HYDE PARK, NY. Rocco is a CERTIFIED FINANCIAL PLANNER™ professional, with over 50 years of experience in the financial industry. Rocco has a long history of working with individuals, families, and businesses in the area. Rocco's previous affiliations include Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Individual's Securities LTD, Dean Witter Reynolds Inc., Dean Witter & Co. Incorporated, Shearson Hayden Stone Inc. and CG Equity Sales Company. Rocco has a strong understanding of investment strategies and can help you achieve your financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (NEW HYDE PARK NY)
NY
08/01/2003 - 05/22/2013
WALNUT STREET SECURITIES, INC. (NEW HYDE PARK NY)
NY
01/07/1982 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
01/27/1978 - 01/15/1982
INDIVIDUAL'S SECURITIES LTD.
NA
02/28/1978 - 03/24/1978
DEAN WITTER REYNOLDS INC.
NA
04/27/1977 - 02/28/1978
DEAN WITTER & CO. INCORPORATED
NA
11/17/1976 - 06/02/1977
SHEARSON HAYDEN STONE INC.
NA
04/10/1975 - 11/17/1976
SHEARSON HAYDEN STONE INC.
NA
10/08/1973 - 04/12/1975
CG EQUITY SALES COMPANY
NA
08/22/1972 - 09/30/1973
PAINE WEBBER JACKSON AND CURTIS INC
NA
08/05/1969 - 09/18/1972
SHEARSON, HAMMILL & CO., INCORPORATED
BC
Issued 01/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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