Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Orzo is an investment advisor representative with Raymond James & Associates, Inc. Stephen is licensed to offer securities and investment advice in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Idaho, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin. Stephen is also a Certified Financial Planner. Stephen has over 16 years of experience in the securities industry. Prior to joining Raymond James, Stephen was with WELLS FARGO CLEARING SERVICES, LLC and RBC PROFESSIONAL TRADER GROUP LLC.
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.
Please see note in schedule d - miscellaneous
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
NY
07/05/2018 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
11/15/2007 - 07/03/2018
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
07/12/2006 - 11/23/2007
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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