Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Lynn Jones is a registered representative with Ameritas Advisory Services, LLC, located in Bennet, NE. Catherine has been working in the financial services industry since April 2004. She is registered with the state of Nebraska, Texas, and Alabama. Catherine has a wide range of experience in the financial services industry, including working as a registered representative, a financial planner, and a securities analyst. Catherine's experience allows her to provide a variety of services to her clients, including financial planning, investment management, and retirement planning. She also holds numerous licenses and certifications, including Series 6, 7, 24, 26, 53, and 63. Catherine is dedicated to helping her clients achieve their financial 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 (Bennet NE)
NE
10/05/2006 - 04/02/2013
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
03/30/2001 - 09/29/2006
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
07/19/1999 - 03/16/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/17/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Catherine Jones is the right advisor for you? Invested Better is here to help.
