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Home > Financial Services > Stock Brokers > The Oak Ridge Financial Services Group
The Oak Ridge Financial Services Group
The Oak Ridge Financial Services Group, Incorporation is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Oak Ridge Financial Services Group, Incorporation has been creating and managing wealth for their clients since 1977. From early beginnings as a small retail brokerage operation, to their current position as a successful diversified financial services firm, they have grown to keep pace with the ever changing needs of their clients.
The Company Investment Banking Group offers their corporate clients a full range of capital raising, mergers and acquisitions and financial advisory services. Focused on special situations and deep value, they bring a creative approach to the corporate finance needs of public and private companies alike. Through Investment Advisory Services Group they offer customized investment strategies to both individual and institutional clients. Their proprietary investment management approach to deep value public companies brings unique, diverse investment opportunities to their clients.
The Company activities begin with exhaustive analysis of public information and broader industry and economic data to identify opportunities. From this, they conduct a direct analysis into the company that may include consultation with management and other stakeholders. Finally, they will take a meaningful position in the company's equity ownership and in certain cases they become very proactive in the push for improvement in shareholder value.
The Company Incorporation provides services like, Equity and Fixed Income Investments, Investment Advisory and Asset Management Services, Financial and Estate Planning, Annuities and Insurance Products. Their Incorporation is one of the area fastest growing brokerage firms. This is made possible through the unmatched capabilities of their Private Client Services Group to learn more about how Oak Ridge Financial Services Group, Incorporation can help you achieve your financial goals.
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