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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Lynn Gross is an investment advisor representative at Orion Portfolio Solutions, LLC. Emily has been in the financial industry for over 16 years and is registered in Nebraska. She is licensed to provide advisory services to individuals, corporations, and trusts. Emily has a strong background in portfolio management and specializes in helping clients achieve their financial goals. She has experience working with clients of all ages and income levels. Emily is committed to providing her clients with personalized financial advice and guidance.
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
01/24/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
09/14/2018 - 12/02/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NE
03/14/2014 - 06/26/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MA
04/10/2013 - 11/18/2013
PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)
IN
02/19/2008 - 03/04/2013
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
MA
05/25/2006 - 12/21/2007
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
03/11/2005 - 05/15/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 10/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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