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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Ferko is a Registered Representative and Investment Adviser Representative associated with Orion Portfolio Solutions, LLC. Brian has been in the financial industry since 1997 and has a wide range of experience. Brian specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Brian is also qualified to provide investment advice for pension plans and educational savings plans. Brian holds Series 7, 63, 66, 24 and 99TO securities licenses. Brian is also a registered Principal in the state of Pennsylvania. Brian is a member of the FINRA and is committed to providing his clients with the highest level of service and expertise.
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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2
NE
01/13/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IN
07/11/2008 - 11/16/2010
ABERDEEN FUND DISTRIBUTORS, LLC (HIGHLAND IN)
PA
04/21/2008 - 06/20/2008
PFPC DISTRIBUTORS, INC. (BERWYN PA)
PA
10/11/2006 - 04/21/2008
PFPC DISTRIBUTORS, INC. (BERWYN PA)
ME
03/30/2005 - 03/21/2006
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
PA
08/03/2001 - 12/31/2004
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
PA
04/01/1996 - 08/17/2001
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BOTH
Issued 01/21/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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