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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Charles Boylan is a registered investment advisor representative for Orion Portfolio Solutions, LLC. Nicholas has been in the financial services industry since 2007. Nicholas has a Series 6, Series 7, Series 63 and Series 65 license. Orion Portfolio Solutions, LLC is a registered investment advisor with the SEC and has offices in Omaha, Nebraska and Berwyn, Pennsylvania. The firm manages assets for a variety of clients, including individuals, families, trusts, estates, businesses, and retirement plans. The firm offers a range of services, including financial planning, investment management, and retirement planning.
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)
PA
07/04/2007 - 06/10/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 08/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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