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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hampton Struss is a registered representative and investment advisor representative with Orion Portfolio Solutions, LLC. William has been in the financial services industry since 2012 and is a Chartered Financial Analyst. William has experience with Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC, and JPMorgan Securities LLC. William has a Series 63, SIE and Series 7 license. Orion Portfolio Solutions, LLC is a Registered Investment Advisor with approximately $10 billion to $50 billion in assets under management. Orion Portfolio Solutions, LLC specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. William is based in Omaha, 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)
CT
01/13/2017 - 06/20/2019
J.P. MORGAN SECURITIES LLC (Greenwich CT)
RI
05/08/2015 - 01/04/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NH
09/03/2012 - 01/21/2014
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 09/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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