Unclaimed
Benjamin Clancy Burns is an investment advisor representative with Ameritas Advisory Services, LLC. Benjamin has been in the industry since 2012. Benjamin has Series 6, 63, and 65 licenses. Benjamin holds several state licenses and is currently registered in Pennsylvania. Benjamin is also an independent insurance agent and the owner of Clancy Burns Corporation. Benjamin has experience working with individuals, corporations, trusts, pensions, and insurance companies.
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
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (LINCOLN NE)
IA
Issued 02/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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