Unclaimed
Deidre Dawn Cadwell is a financial advisor with Ameritas Advisory Services, LLC. Deidre has been in the financial industry since 1994. Deidre is registered as a broker-dealer and investment advisor representative. Deidre has a strong background in financial planning, portfolio management, and pension consulting. Deidre is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Deidre has a long history of experience at Ameritas Investment Corp, InSource Financial Advisors and Ameritas Investment Company, LLC.
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 (LINCOLN NE)
NA
10/11/1994 - 04/23/1996
FIRSTIER SECURITIES, INC.
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/07/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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