Jeffrey
Orlando
World Equity Group, Inc
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About this Advisor
Jeffrey Orlando is a financial advisor based in Cary, North Carolina, working with World Equity Group, Inc. Jeffrey has previously held positions at Alpha Solutions Management, Edward Jones, My Gym Children's Fitness Center, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Wealthvest, The Leaders Group Inc, World Equity Group, Inc, Navigon Financial, Hatteras Funds, LLC, and Hatteras Capital Distributors, LLC. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Jeffrey is part of World Equity Group, Inc, which operates out of Cary, North Carolina. The firm has 46 offices and 190 employees. The firm manages assets totaling $858.5 million and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at World Equity Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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World Equity Group, Inc Brokerage Details
$858,545,669
190
3,103
$276,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeffrey Orlando Work History
World Equity Group, Inc
The Leaders Group Inc
Wealthvest
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
Navigon Fnancial
My Gym Children'S Fitness Center
Hatteras Funds, LLC
Hatteras Capital Distributors, LLC
Alpha Solutions Management
Edward Jones
Disclosures
Please visit the SEC profile of Jeffrey Orlando to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at World Equity Group, Inc
Schaumburg, IL
Cary, NC
Schaumburg, IL
Houston, TX
Houston, TX
Southbridge, MA
Schaumburg, IL
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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