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 World Investment Advisors, LLC. William has been in the financial services industry since 1992. William has Series 6, 7, 63 and 65 licenses. William is registered in Texas. William has previous experience with other firms including Foresters Equity Services, Inc., Independent Financial Group, LLC, Financial Telesis Inc, Securities America, Inc., USI Securities, Inc., Van Kampen American Capital Distributors, Inc., Prudential Securities Incorporated, Charles Schwab & Co., Inc., and Fidelity Brokerage Services, Inc. William offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
TX
01/10/2018 - Present
World Investment Advisors, LLC (The Woodlands TX)
CA
02/19/2016 - 10/31/2017
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
TX
08/27/2014 - 02/01/2016
INDEPENDENT FINANCIAL GROUP, LLC (The Woodlands TX)
TX
09/30/2004 - 08/27/2014
FINANCIAL TELESIS INC (THE WOODLANDS TX)
NE
09/23/2002 - 10/01/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
CT
04/13/1999 - 08/27/2002
USI SECURITIES, INC. (GLASTONBURY CT)
TX
05/13/1998 - 05/21/1998
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NY
06/24/1996 - 08/07/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
09/19/1995 - 06/03/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
10/23/1989 - 09/12/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 10/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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