Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you San? Claim Your ProfileSan Watterson Orr is a financial professional with over 20 years of experience in the industry. San currently works for BDT & MSD Partners, LLC and is registered with FINRA and the state of Illinois. San is also registered as a broker-dealer in 51 states and the District of Columbia. San has a strong background in investment banking and operations. San has passed the Series 7, 24, 63, 79, 99 and SIE exams.
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.
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IL
10/14/2009 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
IL
10/14/1997 - 09/12/2008
GOLDMAN, SACHS & CO. (CHICAGO IL)
BC
Issued 06/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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