Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrei? Claim Your ProfileAndrei Emanuel Petre is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Andrei has been in the securities industry since 2016. Andrei has passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). Andrei has experience in providing investment advice to a range of clients, including high-net-worth individuals, corporations, and pension plans. Andrei works out of the Orion Portfolio Solutions, LLC office in Omaha, NE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for educational savings & able plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NE
10/23/2024 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
Active
Inactive
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