Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Orr is an investment advisor representative with Wells Fargo Investment Institute, Inc. Sean has been in the financial industry since 2012, and has experience with a variety of financial products and services. Sean is registered with the state of North Carolina.
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.
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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NC
06/06/2022 - Present
Wells Fargo Investment Institute, Inc. (CHARLOTTE NC)
MO
06/16/2021 - 04/04/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
12/16/2016 - 06/29/2020
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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