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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Edward Malsam is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Christopher has been in the securities industry for over 10 years. He is licensed to provide investment advice in Nebraska. Christopher holds several securities licenses including Series 63, Series 65, Series 7TO, and Series 87. His experience includes working at Craig-Hallum Capital Group LLC, Wells Fargo, NDBF, Mutual of Omaha, and Country Club of Lincoln. He is also registered with the state of Nebraska.
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
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
MN
11/14/2019 - 03/24/2020
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
IA
Issued 07/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2020
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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