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 an investment advisor representative at Arvest Wealth Management with over 14 years of experience in the financial services industry. William has a Series 6, 7, 63 and 65 license as well as the SIE. Prior to joining Arvest Wealth Management, William worked as a financial advisor at Voya Financial Advisors, Inc. and Nationwide Investment Services Corporation. William has a proven track record of providing clients with personalized financial planning and investment advice. William specializes in providing financial advice to individuals, families, businesses, and retirement plans. William is committed to helping clients 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.
A percentage of the total value of assets under management is charged.
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2
AR
04/03/2023 - Present
Arvest Wealth Management (ROGERS AR)
OH
01/08/2020 - 11/02/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
AR
09/29/2016 - 09/17/2019
VOYA FINANCIAL ADVISORS, INC. (Little Rock AR)
CT
08/26/2008 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
IA
Issued 11/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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