Unclaimed
Mickey Ellison is an investment advisor representative with Orion Portfolio Solutions, LLC. Mickey has been in the financial industry since 1999 and has a wealth of experience in providing financial advice to a variety of clients. Mickey's firm offers a wide range of services, including portfolio management for individuals, businesses, and pooled investment vehicles. Mickey is also a Certified Financial Planner. Mickey is registered to provide investment advice in Nebraska.
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.
1
2
NE
01/23/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
KS
08/03/2001 - 10/02/2017
SII INVESTMENTS, INC. (WICHITA KS)
MO
10/14/1999 - 08/07/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 10/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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