Unclaimed
Amy Chapman-wheeler is a financial professional with Ameritas Investment Company, LLC, a firm based in LINCOLN, NE. Amy is registered with FINRA as a Series 99 and passed her SIE exam in 2018. She has been in the financial services industry since 2017.
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.
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.
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2
NE
12/08/2017 - Present
Ameritas Investment Company, LLC (LINCOLN NE)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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