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Danielle Lynn Ruiz-vela

Orion Portfolio Solutions, LLC

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About Danielle Lynn Ruiz-vela

Danielle Ruiz-vela is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Danielle has been in the industry since 2003. Danielle is registered in Nebraska as an investment advisor representative and has Series 6, 7, 66, and SIE licenses. Danielle has a wide range of experience in the financial services industry. Prior to joining Orion Portfolio Solutions, LLC, Danielle worked at Pacific Select Distributors, Inc.

Firm Information

Danielle Ruiz-vela is currently registered with Orion Portfolio Solutions, LLC. Orion Portfolio Solutions, LLC is a registered investment advisor with $53.84 billion in regulatory assets under management. The firm, headquartered in Omaha, NE, provides a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. They serve a variety of clients, including individuals, corporations, pension plans, charitable organizations, and educational savings & ABLE plans.
Orion Portfolio Solutions, LLC

17605 WRIGHT ST

OMAHA, NE 68130

$53.84B

Assets Under Management

Not reported

Total Clients

173

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for educational savings & able plans

Portfolio management for educational savings & able plans

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Danielle Ruiz-vela’s Registration & Firm History

NE

05/15/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

CA

08/01/2003 - 11/27/2007

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 05/12/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2022

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle Lynn Ruiz-vela.
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