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Paul M. Orend
OREND INVESTMENT MANAGEMENT
Youngstown, OH 44505
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CRD#: 4530229
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Professional summary
Paul Michael Orend is a registered financial advisor currently at OREND INVESTMENT MANAGEMENT, INC. located in Youngstown, Ohio.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Paul has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Michael Orend's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 9, 1999 - Present
OREND INVESTMENT MANAGEMENT, INC.
Office #1: 28 Goldie Rd., Youngstown, OH 44505Office #2: 28goldie Rd., Youngstown, OH 44505RIA
CRD#: 119693
Youngstown, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(8/9/1999)
Exams
Current Firm
OI
OREND INVESTMENT MANAGEMENT, INC.
OREND INVESTMENT MANAGEMENT, INC.
CRD#: 119693 / SEC#:
Ohio
Registered Investment Advisory firm - (6/18/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
28 Goldie Road, Youngstown, OH 44505-1944
Mailing Address
Phone number
(330) 759-0569
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 2,522,000 |
Red Flags
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Company Information
OREND INVESTMENT MANAGEMENT, INC.
CRD#: 119693Youngstown, OH 44505TRUST BUT VERIFY
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