Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Herbert Nickel is an investment advisor representative with Orion Portfolio Solutions, LLC. Frank has been in the industry since 1997 and has held previous positions at Morgan Stanley and Citigroup Global Markets Inc. Frank is a licensed investment advisor representative in Nebraska and Pennsylvania and specializes in providing investment advice to individuals, corporations, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans.
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
PA
01/24/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
NY
06/01/2009 - 06/08/2021
MORGAN STANLEY (PURCHASE NY)
NY
04/10/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 04/15/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 02/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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