Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Moran is a financial advisor with Orion Portfolio Solutions, LLC. Jacob has been in the financial industry since 2020, with previous experience at Ameriprise Financial Services, LLC and TD Ameritrade, Inc. Jacob has a Series 7TO, Series 63, and Series 65 license, and is registered as an investment advisor in Nebraska. Jacob specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Jacob Moran has a long and varied work history, having held positions at several companies.
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
NE
06/08/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
MN
05/24/2021 - 10/25/2022
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
NE
09/18/2020 - 04/16/2021
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 06/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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