Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Douglas Walton is a registered investment advisor representative with Orion Portfolio Solutions, LLC, based in Omaha, NE. Steven has over 6 years of experience in the financial services industry. Steven holds FINRA Series 7 and 66 licenses, as well as the SIE exam. Steven specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles. Steven is also registered as an investment advisor representative in Nebraska.
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
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
08/19/2020 - 10/03/2020
TD AMERITRADE, INC. (OMAHA NE)
NE
01/29/2020 - 07/21/2020
FIDELITY BROKERAGE SERVICES LLC (OMAHA NE)
NE
01/02/2018 - 12/26/2019
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 01/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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