Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micah? Claim Your ProfileMicah Bielski is an investment advisor representative at Orion Portfolio Solutions, LLC located in Omaha, NE. Micah has been in the industry since 2005, working for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., David Lerner Associates, Inc., Chase Investment Services Corp., Wachovia Securities, LLC and Morgan Stanley DW Inc.. Micah specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting.
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)
NY
04/14/2014 - 06/01/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORT JEFFERSON NY)
NY
06/15/2010 - 04/15/2014
CITIGROUP GLOBAL MARKETS INC. (MASSAPEQUA PARK NY)
NY
06/11/2009 - 05/20/2010
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
11/27/2007 - 06/05/2009
CHASE INVESTMENT SERVICES CORP. (PLAINVIEW NY)
GA
04/27/2007 - 11/09/2007
WACHOVIA SECURITIES, LLC (GARDEN CITY GA)
NY
08/01/2005 - 05/26/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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