Unclaimed
Christopher Coffman is a financial advisor registered with Ameritas Advisory Services, LLC. Christopher Coffman is also registered with FINRA, a self-regulatory organization. Christopher Coffman has been in the securities industry since January 11, 2010. Christopher Coffman has a Series 7, Series 66, and SIE securities license. Christopher Coffman provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and retirement plans. Christopher Coffman is also registered as an investment advisor in Nebraska and Texas. Christopher Coffman was previously registered with TD Ameritrade, Inc. and Wells Fargo Advisors Financial Network, LLC. Christopher Coffman is also a registered representative with Edward Jones. Christopher Coffman has a current employment history with Ameritas Advisory Services, LLC and Ameritas Investment Corp., Ameritas Life Insurance Corp. Christopher Coffman is also registered as an investment advisor with Investment Advisors, Inc.
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
01/12/2024 - Present
Ameritas Advisory Services, LLC (FREMONT NE)
NE
08/04/2017 - 11/06/2018
TD AMERITRADE, INC. (OMAHA NE)
NE
08/05/2016 - 08/04/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OMAHA NE)
NE
11/16/2009 - 06/08/2016
EDWARD JONES (YORK NE)
BOTH
Issued 11/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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