Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Schlegel is a registered representative of Ameritas Advisory Services, LLC, with a branch office in Waverly, Nebraska. Dustin has been in the financial services industry since December 2007 and holds several industry licenses, including Series 6, 7, 24, 26, 52, 53, and 66. Dustin is also registered as an Investment Advisor Representative in Alabama, Nebraska, and Texas. Dustin specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Dustin is licensed as an Independent Insurance Agent to sell fixed insurance products.
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 (Waverly NE)
BOTH
Issued 07/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/19/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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