Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kenneth Orbin has been a financial advisor since 1995 and is currently affiliated with Raymond James Financial Services Advisors, Inc.. William has experience in various financial services roles. William is registered with both FINRA and the state of Texas and holds Series 7, 63, 31, and 65 licenses along with the SIE.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
10/22/2018 - Present
Raymond James Financial Services Advisors, Inc. (Flower Mound TX)
TX
03/21/2003 - 11/09/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LEWISVILLE TX)
NY
07/20/1995 - 03/25/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 01/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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