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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Jo Rasplicka is a financial advisor with Orion Portfolio Solutions, LLC in OMAHA, NE. Tammy has been working in the industry since April 7, 2002. Tammy has experience in various aspects of financial advising including portfolio management for individuals, businesses, and pooled investment vehicles. Tammy also provides pension consulting services.
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
04/27/2017 - 02/09/2022
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
04/07/2014 - 03/21/2017
STOCKCROSS FINANCIAL SERVICES, INC. (OMAHA NE)
NE
03/22/2012 - 04/11/2012
LEGENT CLEARING (OMAHA NE)
NE
08/09/2010 - 03/12/2012
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
07/17/2009 - 07/23/2010
MML INVESTORS SERVICES, INC. (OMAHA NE)
NE
04/22/2006 - 03/03/2009
TD AMERITRADE, INC. (BELLEVUE NE)
NE
09/08/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NE
11/13/2000 - 05/25/2004
AMERITRADE, INC. (OMAHA NE)
NJ
09/11/2002 - 10/25/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
07/12/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
NE
06/01/1999 - 07/09/1999
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 08/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 4 - Registered Options Principal Examination
BC
Issued 10/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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