Unclaimed
Bobbi Wiggins is an investment advisor representative at Ameritas Advisory Services, LLC with over 20 years of experience in the financial services industry. Bobbi holds Series 7, 24, 66, 99TO and SIE licenses. Bobbi has been registered with the state of Nebraska since 2005 and also holds registrations in multiple other states. Bobbi is dedicated to providing comprehensive financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Bobbi is committed to providing her clients with personalized financial advice tailored to meet their unique needs and goals.
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)
BOTH
Issued 02/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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