Best Investors Account Sign in
Inactive

Patrick Donald Ferrer

Orion Portfolio Solutions, LLC

Omaha, NE

Claim This Profile
Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-01-02
  • NE RA
    APPROVED
    Since 2026-01-02

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orion Portfolio Solutions, Llc Omaha NE 03/2011 Present
Brinker Capital Securities Berwyn PA 11/2021 Present
Previous Registrations
  • 2020-01-23 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Dunwoody, GA
    Omaha, NE
  • 2018-04-11 → 2019-12-31
    Orion Portfolio Solutions, Llc
    Hebron, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-06
S63 Uniform Securities Agent State Law Examination 2008-08-06
  • S65 Uniform Investment Adviser Law Examination
    2016-09-06
  • S63 Uniform Securities Agent State Law Examination
    2008-08-06
Other Names
  • Pat Ferrer

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor