Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Brosnahan is a financial advisor with Ameritas Advisory Services, LLC in LINCOLN, NE. Devon is a registered investment advisor representative in Nebraska. Devon has been in the financial services industry for over 15 years. Devon's previous experience includes roles at Northwestern Mutual Investment Services, LLC, Raymond James Financial Services, Inc., and TD Ameritrade, Inc. Devon holds Series 7, Series 63, and Series 66 licenses. Devon's firm, Ameritas Advisory Services, LLC, is an investment advisor that provides a range of financial planning and investment management services to individuals, businesses, and institutions.
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
05/08/2024 - Present
Ameritas Advisory Services, LLC (LINCOLN NE)
NE
09/13/2022 - 10/20/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
NE
01/28/2021 - 04/20/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
NE
10/12/2007 - 01/26/2021
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 04/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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