Unclaimed
Carsten Glas is a financial advisor associated with Ameritas Advisory Services, LLC. Carsten has been in the industry for approximately 1 year and currently holds a Series 7TO, Series 66 and SIE license. Carsten has been with Ameritas Advisory Services, LLC since December 2023 and has prior experience with Capstone Financial Group and Aveanna Healthcare. Carsten also has experience as a coach for the Sierra West Officials Association. Carsten specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses and corporations. Carsten is registered to offer investment advice in the state of California.
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
CA
12/05/2023 - Present
Ameritas Advisory Services, LLC (FOLSOM CA)
BOTH
Issued 08/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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