Unclaimed
Ryan Zegers is a registered Investment Advisor Representative with Orion Portfolio Solutions, LLC. Ryan is licensed in Nebraska. Ryan has been in the industry since June 2017 and has experience working with clients of various types, including high-net-worth individuals, corporations, and charitable organizations. Ryan's experience spans across various sectors like educational savings & ABLE plans, pension consulting, portfolio management for businesses and individuals, and portfolio management for 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
09/18/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IA
Issued 09/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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