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David Roger Schlageter

Ameritas Investment Company, LLC

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About David Roger Schlageter

David Schlageter has been in the financial services industry since March 24, 1996. David is currently registered with Ameritas Investment Company, LLC in Lincoln, Nebraska. David has held a Series 63 license since December 28, 2004, a Series 6 license since March 8, 1994 and a SIE license since October 1, 2018. David was previously employed at JOHN HANCOCK DISTRIBUTORS LLC in Atlanta, Georgia.

Firm Information

David Schlageter is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

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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David Schlageter’s Registration & Firm History

NE

09/24/2012 - Present

Ameritas Investment Company, LLC (LINCOLN NE)

GA

04/13/1994 - 10/12/2010

JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 12/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Roger Schlageter.
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