Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Gulick-stutz is an investment advisor representative at Orion Portfolio Solutions, LLC. Trevor has been in the industry since 2014 and has a Series 63, Series 7, and Series 3 licenses. Trevor is also a registered investment advisor in Nebraska and has a Series 65 license. Trevor has experience working with high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans, charitable organizations, and 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.
1
2
NE
11/07/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NY
08/05/2014 - 03/21/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
IA
Issued 11/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Trevor Gulick-stutz is the right advisor for you? Invested Better is here to help.
