AdFi
MG

Maximiliano Gomez-Guzman

Investment Adviser Representative at ORION PORTFOLIO SOLUTIONS, LLC

Omaha, NECRD #7783267Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
NebraskaPennsylvania
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/22/2025
Series 7
General Securities Representative Examination
Passed 3/26/2025
SIE
Securities Industry Essentials Examination
Passed 12/3/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $100,000.000.35%
$100,000.01 to $250,000.000.30%
$250,000.01 to $1 million0.20%
Over $1 million0.10%
Source

Orion Portfolio Solutions, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ORION PORTFOLIO SOLUTIONS, LLCCurrent
1/2/2026Omaha, NE
M. S. HOWELLS & CO.
6/18/202510/1/2025Blue Bell, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ORION PORTFOLIO SOLUTIONS, LLC

Showing 12 of 200 in the directory

View ORION PORTFOLIO SOLUTIONS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maximiliano Gomez-Guzman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Maximiliano Gomez-Guzman - Financial Advisor in Omaha, NE | AdvisorFinder