Best Investors Account Sign in

Maximiliano Gomez-Guzman

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
Norristown Area High School Norristown PA 09/2016 06/2020
El Sarape Mexican Cuisine Blue Bell PA 11/2017 10/2024
Turning Point Of Blue Bell Blue Bell PA 06/2018 02/2020
Los Sarapes Chalfont Mexican Cuisine Chalfont PA 10/2020 10/2024
Long Financial Group Blue Bell PA 02/2021 09/2025
Plaza Azteca Mexican Restaurants State College PA 09/2022 05/2024
Unemployed Norristown PA 06/2016 09/2016
Orion Portfolio Solutions Omaha NE 12/2025 Present
Brinker Capital Securities Berwyn PA 12/2025 Present
Unemployed Norristown PA 10/2025 11/2025
  • 09/2016 → 06/2020
    Norristown Area High School
    Norristown, PA
  • 11/2017 → 10/2024
    El Sarape Mexican Cuisine
    Blue Bell, PA
  • 06/2018 → 02/2020
    Turning Point Of Blue Bell
    Blue Bell, PA
  • 10/2020 → 10/2024
    Los Sarapes Chalfont Mexican Cuisine
    Chalfont, PA
  • 02/2021 → 09/2025
    Long Financial Group
    Blue Bell, PA
  • 09/2022 → 05/2024
    Plaza Azteca Mexican Restaurants
    State College, PA
  • 06/2016 → 09/2016
    Unemployed
    Norristown, PA
  • 12/2025 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 12/2025 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 10/2025 → 11/2025
    Unemployed
    Norristown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-10-22
Other Names
  • Max Guzman

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