Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Rodriguez-morales is a registered Investment Advisor Representative with Orion Portfolio Solutions, LLC. Francisco has a Series 63 and a Series 65 license. Francisco has been in the financial industry since 2017, previously working at TD Ameritrade, INC. Francisco specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Francisco also provides portfolio management for Educational Savings & ABLE Plans. Francisco works out of the Omaha branch office.
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
01/19/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
06/26/2017 - 06/14/2019
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 11/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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