Michael Orleans

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Bethesda, MD
• 08/2010 → Present
  Kestra Investment Services, Llc
  Bethesda, MD

Other Businesses

Business Name: Special Needs Special Planning The Meltzer Companies Investment Related: No Address: 6500 Rock Spring Drive Suite 410 Bethesda MD 20817 Nature of Business: Insurance Position, Title or Relationship: Director of Special Needs Special Planning Broker with the Meltzer Companies Start Date: 1/1/2005 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Complete fact finder, audit existing policies and, if necessary, sell insuranceBusiness Name: NFP Investment Related: No Address: 6500 Rock Spring Drive, Suite 410 Bethesda MD 20817 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: broker Start Date: 1/1/2005 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: facilitate introductions on health and retirement plans and work closely on selling life, di and ltc plansBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Shared Horizons Investment Related: No Address: 4301 Connecticut Avenue, NW Suite 310 Washington DC 20008 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Past-President Start Date: 4/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Finance Committee

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-26
• S63 Uniform Securities Agent State Law Examination
  2003-08-15