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Daniel Morales

Ameritas Advisory Services, LLC

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About Daniel Morales

Daniel Morales is an investment advisor representative at Ameritas Advisory Services, LLC. Daniel has been in the industry since 2012 and has worked with Ameritas Life Insurance Corp since 2021. Daniel is registered with the state of California and holds a Series 65 license. Daniel specializes in financial planning, pension consulting and portfolio management. Ameritas Advisory Services, LLC is a registered investment advisor with a focus on providing investment advice and financial planning services to individuals, families, and businesses. The firm offers a range of investment products and services to meet the needs of its clients.

Firm Information

Daniel Morales is currently registered with Ameritas Advisory Services, LLC. Ameritas Advisory Services, LLC is an investment advisor headquartered in Lincoln, Nebraska. They provide a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and retirement plans. The firm has over 10 billion dollars in regulatory assets under management and serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations.
Ameritas Advisory Services, LLC

5900 O STREET

LINCOLN, NE 68510

$10.29B

Assets Under Management

1,054

Total Clients

507

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Daniel Morales’s Registration & Firm History

CA

11/01/2021 - Present

Ameritas Advisory Services, LLC (Castaic CA)

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Licenses & Designations

IA

Issued 11/07/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Morales.
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