Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Libin? Claim Your ProfileLibin Jacob is a financial advisor registered with the Securities and Exchange Commission (SEC) since January 2016. Libin Jacob is also a registered investment advisor representative in Nebraska and Pennsylvania. Libin Jacob has been active in the financial industry for over seven years and is a Chartered Financial Analyst. Libin Jacob currently works for Orion Portfolio Solutions, LLC, and has been with the firm since January 2022. Libin Jacob has previously worked with Lockwood Advisors and Brinker Capital. Orion Portfolio Solutions, LLC is a registered investment advisor headquartered in Omaha, Nebraska. The firm manages over $50 billion in assets for a range of clients including individuals, families, businesses, charities, pension plans and pooled investment vehicles.
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
01/17/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
BOTH
Issued 10/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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