Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Castinado is an Investment Advisor Representative at Orion Portfolio Solutions, LLC, a firm based in Omaha, Nebraska. Meghan has been in the industry since 2012 and has a Series 65 license. Meghan specializes in portfolio management for individuals, businesses, pooled investment vehicles, and educational savings plans. She has over 10 years of experience in the industry and is committed to providing her clients with personalized financial advice and guidance.
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
01/23/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IA
Issued 09/18/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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