James Orzech
James Orzech is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Buffalo, NY, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
434 Delaware Ave, Buffalo, NY, 14202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an independent contractor and owner at Noble Wealth Partners, working as a financial advisor. He is also an officer and president at Orzech Wealth Management, focusing on financial planning; both activities take about half of James's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Mcdonald Investments INC.Broker
Key Clearing CORP.Broker
Key Investments INC.Broker
Liberty Securities CorporationBroker
Mony Securities CORP.Broker
MML Investors Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations19 states
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