Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Orielly is a financial advisor at Janney Montgomery Scott LLC, a company with over $85 billion in assets under management. William has been in the financial industry since 1992 and has extensive experience in investment advising, portfolio management, and financial planning. William is registered in multiple states including Georgia, Florida, New York, Pennsylvania, and Indiana. William has held various positions in the financial industry, including roles with SunTrust Investment Services, Truist Investment Services, Inc., and BB&T Securities, LLC. William is dedicated to providing personalized financial advice and strategies to help individuals and families reach 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.
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.
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.
Fee plus commission
1
2
PA
07/25/2023 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
GA
06/27/2005 - 05/08/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
03/14/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NC
01/04/1997 - 03/07/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NJ
01/28/1995 - 12/11/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/21/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
PA
09/21/1992 - 09/13/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
IA
Issued 07/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Orielly is the right advisor for you? Invested Better is here to help.
