Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dennison Orr is a financial advisor at U.S. Bancorp Investments, Inc. located in Charlotte, North Carolina. William is a seasoned professional with over 30 years of experience in the financial services industry. William has worked for several notable firms, including Wells Fargo Securities, LLC, Wachovia Securities, LLC, and First Union Capital Markets Corp. William specializes in offering investment advice and portfolio management for individuals and businesses. William has extensive experience in the financial services industry and is committed to providing personalized financial guidance and support.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
05/26/2022 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NC
07/01/2003 - 03/17/2022
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
MO
10/01/1999 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/27/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
10/22/1997 - 11/13/1997
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
10/02/1996 - 11/06/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
VA
07/13/1992 - 10/08/1996
CRAIGIE INCORPORATED (RICHMOND VA)
BC
Issued 09/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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