Unclaimed
Ethan Thomas Heard is a financial advisor with Ameritas Advisory Services, LLC. Ethan is registered with the state of Florida and has been working in the financial industry since 2019. Ethan has experience in estate and business planning, retirement planning, wealth management, and life insurance. Ethan is committed to providing personalized financial advice to help clients reach their financial goals.
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
FL
11/01/2021 - Present
Ameritas Advisory Services, LLC (ALTAMONTE SPG FL)
BC
Issued 12/02/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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