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Featured Business Financial Advisor in Oradell, NJ
Oradell Financial Advisors
Anthony J. Orlando, Inc.
617 Oradell Ave - Suite 4
Oradell, NJ 07649
(201) 262-6000
“Wealth Management - Building Wealth Through Sound Advise”
Advisor Profile
Anthony Orlando
Name:  Anthony Orlando
Phone Number:  (201) 262-6000
Website:  Visit Website

About Anthony J. Orlando, Inc.

Anthony J. Orlando Inc. is a Wealth Management firm providing
comprehensive financial advisory services including investment portfolio management, retirement planning, insurance and estate planning, college education funding and employee benefit consulting services. The firms clientele includes individuals, corporations, small business, trust, estates, and non-profits organizations.

Name of Broker/Dealer: Royal Alliance Associates, Inc.
Name of Custodial Firm: Pershng, LLC.
 

General Information

CRD#:    1839632
Firm CRD#:    122026
Insurance License#:    8703421 / 9591361
States Licensed in:    NJ, NY, CT, PA, OH, FL, CA, DE
States Willing to do Business in:   
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Registered Investment Advisor
Securities Licenses:    Series 63, Series 7
Insurance and Annuity Licenses:    Health, Annuity, Disability, Life, Variable Life, HMO, Variable Annuity, Long Term Care
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Anthony Orlando

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