William Orchard-Hays
Member/Organizer at OH Financial Services, LLC dba StepWise Financial
- Role
- Hbw Partner at Hbw Partners
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
Experience
Hbw Partner
May 2013 — Present
I became a HBW Partner May of 2013. OH Financial Services, LLC was started Jan. 2018.Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through HBW Advisory Services LLC. Cetera is under separate ownership from any other named entity.
Education
East Carolina University
Bachelor of Science (B.S.), Mathematics
1964 — 1969
Harding U. School of Theology
Master of Theology (M.Th.) w/major in Counseling., Theology & Pastoral Counseling
1973 — 1977
Skills
- Fixed Annuities
- Financial Planners
- Disability Insurance
- Health Insurance
- Leadership
- Employee Benefits
- Iras
- Wealth Management
- Business Planning
- Securities
- Estate Planning
- Investments
- Financial Services
- Retirement
- Strategic Financial Planning
- 401k
- Qualified Retirement Plans
- Retirement Planning
- Portfolio Management
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Risk Management
- Life Insurance
- Finance
- Asset Managment
- Financial Planning
- Wealth
- Asset Management
- Financial Advisory
- Small Business
- Series 6
- Insurance
- Long Term Care Insurance
- Long-Term Care
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