Orit H. Small

Chief Compliance Officer, SVP at Preferred Capital Securities, LLC

Orit H. Small, CFP has extensive experience in the financial industry, currently holding the position of SVP, Compliance at Preferred Capital Securities, LLC. Previously, Orit served as Vice President of Business Development at Royal Alliance, Advisor Group. Orit is known for delivering timely and actionable ideas to help advisors build a better business and identifying investment strategies to meet clients' needs. Orit's education includes a degree from University at Albany, SUNY.

Location

Atlanta, United States

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Preferred Capital Securities, LLC

Preferred Capital Securities is a managing Broker-Dealer focused on the wholesale distribution of high-quality investments to Broker-Dealers and Registered Investment Advisors across the United States and Puerto Rico. A Highly Experienced Team with a Focus on Our Customers: From executive management to our sales team to our corporate employees, we are dedicated to providing our broker-dealer and RIA customers with industry-leading service and support. Our decades of experience within the financial services industry positions us to adeptly build effective relationships, drive capital for our clients and add value for our customers.


Employees

11-50

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