Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Wick is an investment advisor representative with Orion Portfolio Solutions, LLC. Paul has been in the industry for over 10 years and has experience with a variety of financial products and services. Paul has passed the Uniform Investment Adviser Law Examination, the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, the National Commodity Futures Examination, and the General Securities Representative Examination. Paul is licensed in Nebraska. Paul has worked with a number of firms including Northern Lights Distributors, LLC, TD Ameritrade, Inc., and MF Global Inc.
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
07/03/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
04/01/2015 - 05/02/2017
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
03/23/2012 - 03/18/2015
TD AMERITRADE, INC. (CHICAGO IL)
IL
06/24/2011 - 12/06/2011
MF GLOBAL INC. (CHICAGO IL)
WI
06/03/2010 - 05/04/2011
CEDAR CREEK SECURITIES, INC. (MILWAUKEE WI)
IA
Issued 06/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 3 - National Commodity Futures Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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