Unclaimed
Diane Mary Rhodes is a financial advisor with Ameritas Advisory Services, LLC. Diane has been in the industry since 2005 and has been registered with Ameritas Advisory Services, LLC since May 2023. Diane has passed Series 6, 7, 24, 26, 52TO, 53, and 66 exams.
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
05/24/2023 - Present
Ameritas Advisory Services, LLC (LINCOLN NE)
NE
10/28/2004 - 12/31/2022
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/24/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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