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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy Estuardo Gonzalez is an Investment Advisor Representative at Orion Portfolio Solutions, LLC. Andy is a registered Investment Advisor Representative in Nebraska. Andy's specializations include Retirement Planning, Asset Allocation, Mutual Funds and ETFs, Investment Strategies, and Portfolio Management. Andy has been working in the financial services industry since 2017. Andy's previous experience includes working for TD Ameritrade, Inc. and Ultimus Fund Solutions LLC. Andy holds the Series 63, Series 65, and Series 7TO securities licenses, and the SIE exam.
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
05/22/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
07/12/2019 - 06/12/2020
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 05/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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