Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William glenn? Claim Your ProfileWilliam Glenn Brian Ragle is a registered investment advisor representative with Orion Portfolio Solutions, LLC based in Omaha, Nebraska. William has been in the industry since 1992 and holds both Series 63 and Series 65 licenses. William has previously worked with a number of firms including Northern Lights Distributors, LLC, Orbitex Funds Distributor, Inc., Intersecurities, Inc., Northstar Securities, Inc., and PFS Investments Inc. William currently specializes in portfolio management for individuals, businesses, and pooled investment vehicles. William's firm, Orion Portfolio Solutions, LLC, is headquartered in Omaha, Nebraska and has offices in multiple cities across the US. William is known for his expertise in pension consulting and selection of other advisors. Orion Portfolio Solutions, LLC is a well-established investment advisory firm with a long history of providing financial planning 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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2
NE
01/26/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
10/07/2003 - 12/03/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CT
11/07/2000 - 11/12/2003
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
FL
07/31/2000 - 11/09/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
08/11/1998 - 07/27/2000
NORTHSTAR SECURITIES, INC. (DALLAS TX)
GA
02/18/1992 - 07/22/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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