Unclaimed
William Ronald Orndorf is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial industry since November 1996. William is registered to provide investment advice in multiple states including Florida, Tennessee, and Texas. William is also a Certified Financial Planner. William has a history of working with a variety of clients including individuals, businesses, corporations, and retirement plans.
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.
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.
Investment consulting services to institutional clients
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
TN
04/21/2021 - Present
Wells Fargo Advisors Financial Network, LLC (RONAN MOUNTAIN TN)
TN
12/12/2008 - 04/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROAN MOUNTAIN TN)
FL
04/02/2007 - 12/15/2008
MORGAN STANLEY & CO. INCORPORATED (MELBOURNE FL)
FL
11/20/1996 - 04/02/2007
MORGAN STANLEY DW INC. (MELBOURNE FL)
IA
Issued 12/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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