Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Orr is a financial professional with over 12 years of experience in the industry. William is currently registered with Fidelity Brokerage Services LLC and has a Series 7, Series 6, and Series 63 license. William has previously worked at TIAA-CREF Individual & Institutional Services, LLC, Janus Distributors LLC, and OppenheimerFunds Distributor, Inc. William is registered in 53 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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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2
CO
07/02/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
12/05/2006 - 09/12/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
04/19/2005 - 11/29/2006
JANUS DISTRIBUTORS LLC (DENVER CO)
NY
11/30/2000 - 08/21/2001
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 07/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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