Unclaimed
Benjamin Stout is an Investment Advisor Representative at Orion Portfolio Solutions, LLC. Benjamin has been in the industry for over 18 years. Benjamin is licensed in Nebraska and has passed the Series 6, 7, 63, and 65 exams as well as the SIE exam. Prior to joining Orion Portfolio Solutions, LLC, Benjamin worked at Northern Lights Distributors, LLC, PRUCO Securities, LLC, and Fifth Third Securities, Inc. Benjamin provides portfolio management services to individuals, businesses, pooled investment vehicles, pension plans, and charitable organizations. Benjamin also provides selection of other advisors services. Benjamin's firm, Orion Portfolio Solutions, LLC, manages over $50 billion in assets.
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.
1
2
NE
01/24/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
07/08/2015 - 12/02/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
08/28/2012 - 12/31/2013
PRUCO SECURITIES, LLC. (OMAHA NE)
MI
11/29/2011 - 08/23/2012
FIFTH THIRD SECURITIES, INC. (BATTLE CREEK MI)
MI
11/10/2004 - 11/21/2011
PRUCO SECURITIES, LLC. (MARSHALL MI)
IA
Issued 11/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Benjamin Stout is the right advisor for you? Invested Better is here to help.