Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Orke is an investment advisor representative at WCM Investment Management. William has over 20 years of experience in the financial services industry. William is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and has a Series 63, 65, 7, and 8 license. William specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. William's other business activities include real estate investing. William is also a registered representative of IMST Distributors, LLC, an unaffiliated broker dealer. William is committed to providing his clients with personalized financial advice and helping them 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
02/10/2023 - Present
WCM Investment Management (LAGUNA BEACH CA)
WI
10/07/2011 - 12/31/2012
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
FL
02/23/1999 - 10/05/2005
BROAD STREET SECURITIES, INC. (PLANTATION FL)
MI
03/22/1994 - 05/23/1994
T. I. INVESTMENTS, INC. (DEARBORN MI)
MI
07/10/1992 - 02/08/1994
RONEY & CO. (DETROIT MI)
NA
06/01/1990 - 06/24/1992
DAIN BOSWORTH INCORPORATED
BC
Issued 02/23/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 10/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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