Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Holloway is a registered investment advisor representative with Orion Portfolio Solutions, LLC, based in Omaha, Nebraska. Daniel has been in the financial services industry for over 20 years and has a strong track record of success in providing investment advice and portfolio management services. Daniel specializes in working with individuals, families, businesses, and charitable organizations. Daniel's clients benefit from his experience and expertise in a variety of investment areas, including portfolio management, pension consulting, and selection of other advisers.
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
PA
01/17/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
PA
09/21/2009 - 10/31/2014
FORESIDE FUND SERVICES, LLC (BERWYN PA)
PA
09/27/2000 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
09/27/2000 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IA
Issued 05/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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