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Carrie Ann Symon

Ameritas Investment Company, LLC

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About Carrie Ann Symon

Carrie Ann Symon is a registered representative with Ameritas Investment Company, LLC. Carrie has been in the securities industry since April 16, 2008. Carrie holds the Series 6 and SIE licenses. Carrie is located in Cincinnati, Ohio.

Firm Information

Carrie Symon is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Carrie Symon’s Registration & Firm History

OH

04/16/2008 - Present

Ameritas Investment Company, LLC (CINCINNATI OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Ann Symon.
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