Unclaimed
Christopher Benz is a registered investment advisor representative with Ameritas Advisory Services, LLC. Christopher has been in the industry since 2023. Christopher holds a Series 66, Series 7TO and SIE licenses. Ameritas Advisory Services, LLC, is an independent registered investment advisor with offices in Nebraska and California. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Ameritas Advisory Services, LLC has over $10 billion in assets under management.
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
06/04/2024 - Present
Ameritas Advisory Services, LLC (SAN RAMON CA)
BOTH
Issued 05/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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