Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Orender is an investment advisor representative at PFS Investments Inc. William has over 48 years of experience in the financial services industry. William holds Series 63, Series 26, Series 6TO, SIE, and Series 1 licenses. William is registered in 20 states. William is an experienced advisor with a focus on providing financial advice to individuals. William is committed to helping clients achieve their 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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
02/17/1982 - Present
PFS Investments Inc. (PLANO TX)
NA
05/02/1977 - 03/06/1982
WESTAMERICA FINANCIAL CORPORATION
NA
07/19/1974 - 06/12/1977
WADDELL & REED, INC.
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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