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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dillon? Claim Your ProfileDillon Kell is an investment advisor representative at Orion Portfolio Solutions, LLC, based in Omaha, NE. Dillon has been in the industry since January 2020 and holds the Series 63, 65, and SIE licenses. Dillon specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Dillon has experience with a wide range of investment products and strategies, including portfolio management, financial planning, and pension consulting.
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
01/25/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
01/17/2020 - 04/13/2021
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
IA
Issued 01/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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