Unclaimed
Anthony Butz is an investment advisor representative with Ameritas Advisory Services, LLC. Anthony has been in the industry since February 24, 1993. Anthony holds the Series 6, Series 63, and Series 65 licenses. Anthony's firm, Ameritas Advisory Services, LLC, is a registered investment advisor with the SEC. Ameritas Advisory Services, LLC has a main office in Lincoln, Nebraska. Ameritas Advisory Services, LLC provides a variety of financial planning services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (CINCINNATI OH)
OH
01/02/2002 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
CA
05/16/2001 - 12/31/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
OH
02/23/1993 - 05/14/2001
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 03/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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