Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rosenblum is an investment advisor representative with Orion Portfolio Solutions, LLC. David has been in the financial services industry since 2011 and has held previous positions at Lincoln Financial Securities Corporation, Resource Securities, Inc., and Silver Oak Securities, Incorporated. David is a Certified Financial Planner and a Chartered Financial Analyst. Orion Portfolio Solutions, LLC is an investment advisor with approximately $10 billion - $50 billion in assets under management. The firm provides investment advisory services to individuals, businesses, and institutions. David is registered with the state of Nebraska as an investment advisor representative.
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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2
NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
PA
06/05/2018 - 05/10/2022
SILVER OAK SECURITIES, INCORPORATED (Warminster PA)
PA
07/11/2017 - 03/06/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (WARMINSTER PA)
PA
08/06/2014 - 01/07/2016
RESOURCE SECURITIES, INC. (PHILADELPHIA PA)
TN
07/04/2011 - 07/02/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 01/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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