Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ferrer is a financial professional with over 20 years of experience in the industry. Patrick has a strong background in various financial services, including investment advisory services. Currently, Patrick Ferrer is registered with Orion Portfolio Solutions, LLC. The firm is headquartered in Omaha, Nebraska, and manages over $10 billion - $50 billion in client assets. The firm provides a variety of advisory services, including portfolio management, financial planning, and educational seminars.
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
01/24/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
GA
05/21/2012 - 12/04/2012
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
FL
05/06/2011 - 05/16/2012
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
NY
07/26/2010 - 04/01/2011
HALCYON CAPITAL MARKETS LLC (NEW YORK NY)
GA
12/15/2006 - 12/31/2008
OLD MUTUAL FINANCIAL NETWORK SECURITIES, INC. (ATLANTA GA)
KY
03/13/2003 - 06/06/2006
INVIVA SECURITIES CORPORATION (LOUISVILLE KY)
MA
02/01/1994 - 10/28/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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