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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Messenger is an Investment Advisor Representative with Orion Portfolio Solutions, LLC. Dallas is licensed in Nebraska. Dallas has been in the industry since 2011, working in various roles at companies such as JPMorgan Chase & Co., Cardinal Health, and Ohio University. Dallas is a Series 65 licensed professional and specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles. Dallas is also able to provide services for educational savings and ABLE plans.
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
03/18/2024 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IA
Issued 03/16/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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