Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Christopher Gorman is a financial advisor registered with Orion Portfolio Solutions, LLC. Daniel has over 13 years of experience in the financial services industry. Daniel is licensed to provide investment advice in Nebraska and Pennsylvania. Daniel specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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
06/28/2024 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IL
05/23/2023 - 10/09/2023
HALO SECURITIES, LLC (Chicago IL)
IL
03/04/2014 - 12/08/2014
ZACKS & COMPANY (CHICAGO IL)
IL
01/23/2013 - 10/08/2013
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
03/09/2010 - 06/02/2011
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
MA
01/09/2007 - 10/26/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 05/31/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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