Darin Orth

Financial Sales Associate at Moors & Cabot
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Contact Information
us****@****om
(386) 825-5501
Location
Orlando, Florida, United States, US
Skills

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Bio

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Credentials

  • Series 6
    FINRA
    Nov, 2020
    - Nov, 2024
  • Series 63
    NASAA
    Jul, 2020
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    FINRA
    May, 2019
    - Nov, 2024

Experience

  • Moors & Cabot
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Sales Associate
      • Jun 2023 - Present

  • Weiser Financial
    • Orlando, Florida, United States
    • Customer Service Representative
      • Mar 2023 - Apr 2023

  • Alpha Financial Solutions
    • De Pere, Wisconsin, United States
    • Client Service Representative
      • Aug 2020 - Feb 2023

      Working with one or more advisors to assist the wealth management and advisory needs. Continued development in a full time position as an advisor through growing personal clientele with current licenses, mentorship and company growth planning. Performing reviews, approach meetings and implementing financial strategies with clients. Working in a book of business of orphan clients and performing reviews and servicing accounts. Reviewing and updating clients mutual fund asset mix. Progression of education/licensing while performing full time duties. Utilizing CRM platform, eMoney, Wealthscape and Microsoft programs. Show less

  • Julian Stragetic Alliance Group
    • Kimberly, WI
    • Life Insurance Specialist
      • Nov 2019 - Aug 2020

      Working under temporary contract and shifting to full time contract with MassMutual. Networking with my personal contacts, referrals and orphan clients. Selling life insurance and performing joint work with senior advisors. Working under temporary contract and shifting to full time contract with MassMutual. Networking with my personal contacts, referrals and orphan clients. Selling life insurance and performing joint work with senior advisors.

  • Specialty Auto Sales
    • Suamico, Wisconsin, United States
    • Lead Technician
      • Dec 2017 - Dec 2019

      Delegate work flow through other technicians. Performing high level skill repairs. Manage ordering parts and vehicles in the repair process for entire shop. Assist customers with vehicle repairs and scheduling. Verify repairs to vehicles from other technicians. Delegate work flow through other technicians. Performing high level skill repairs. Manage ordering parts and vehicles in the repair process for entire shop. Assist customers with vehicle repairs and scheduling. Verify repairs to vehicles from other technicians.

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