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 a financial professional who has been in the industry since August 14, 2019. William is registered with Bofa Securities, Inc. and holds Series 63, Series 79TO, and SIE licenses. William is currently registered in New York and North Carolina. William's primary location is the Charlotte branch office of Bofa Securities, Inc. which is located at 620 S TRYON ST, GBAM - GLOBAL FICC & GLOBAL QUANTS, Charlotte, NC 28255.
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.
Research-related services
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.
Negotiated fees for research-related services
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2
NC
08/15/2019 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
BC
Issued 08/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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