Unclaimed
Nicholas Fabiano is a registered representative with Orion Portfolio Solutions, LLC. Nicholas has been in the industry since 2021. Nicholas has passed the Series 7, Series 63 and SIE exams. Nicholas has specializations in Portfolio Management for Individuals, Businesses, 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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NE
02/18/2025 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
01/28/2021 - 02/01/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 02/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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