Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Gober is a financial advisor at Orion Portfolio Solutions, LLC, located in Omaha, Nebraska. Phillip has been in the financial industry since 2006. He has a Series 66, Series 7, and SIE license. Phillip has worked at various firms including Sagepoint Financial, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. His past registrations have been in Arizona, Minnesota, and Nebraska. Phillip Gober's expertise includes providing portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting.
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)
AZ
07/19/2007 - 08/05/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
04/29/2005 - 03/02/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/29/2005 - 03/02/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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