Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Forest Orr has been in the financial industry since October 24, 1989 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. William is active in both the broker-dealer and investment advisor fields and is registered in a total of 27 states. William has a diverse background in the industry, having worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since July 1989 and Bank of America, NA since November 2009. William is a licensed Securities Industry Essentials (SIE) Exam, General Securities Representative Examination (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65) holder. William specializes in working with individuals, businesses, insurance companies, charitable organizations, pension and profit sharing plans and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
01/09/2003 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FREDERICK MD)
IA
Issued 05/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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