Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Miguel Herrera is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Jose Miguel Herrera is also a registered representative with FINRA. Jose Miguel Herrera has been in the industry since December 2016. Jose Miguel Herrera has worked for Capital One Investing, LLC, Capital One Advisors, Brinker Capital Securities, and Orion Portfolio Solutions. Jose Miguel Herrera is registered in Nebraska and Pennsylvania. Jose Miguel Herrera has passed the Series 66, Series 24, SIE and Series 7 exams.
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
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
DE
12/06/2016 - 07/24/2018
CAPITAL ONE INVESTING, LLC (WILMINGTON DE)
BOTH
Issued 02/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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