Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tara? Claim Your ProfileTara Jean Orendorff is a financial advisor with Raymond James & Associates, Inc. Tara has been in the financial industry since January 9, 2001. Tara has a wide range of experience working with clients in multiple states, including Maryland, Texas, District of Columbia and more. Tara is registered with FINRA and is licensed to provide investment advice in multiple states. Previous experience includes working with Wells Fargo Advisors, LLC and Wachovia Securities Financial Network, 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
MD
05/08/2024 - Present
Raymond James & Associates, Inc. (Annapolis MD)
DC
03/01/2007 - 05/25/2016
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
MD
03/10/2006 - 08/14/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (COLUMBIA MD)
MO
08/08/2002 - 03/10/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/13/2001 - 08/12/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
06/26/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BOTH
Issued 12/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2000
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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