Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dillon? Claim Your ProfileDillon David Philmon is a Registered Investment Advisor with Orion Portfolio Solutions, LLC, located in Omaha, Nebraska. Dillon has been in the industry for over a year. Dillon has passed the Series 66, Series 7TO and SIE exams. Prior to joining Orion Portfolio Solutions, LLC Dillon worked at MML Investors Services, LLC in Rochester, New York.
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
NE
01/19/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NY
05/27/2021 - 10/18/2021
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
BOTH
Issued 07/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Dillon Philmon is the right advisor for you? Invested Better is here to help.
