Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hix is a financial advisor currently employed by Ameritas Advisory Services, LLC. James Hix is registered in 20 states to provide financial advice in the areas of portfolio management, financial planning and selection of other advisors. James Hix has been actively involved in the financial services industry since May 6, 2008. James Hix has been associated with Ameritas Advisory Services, LLC since November 2021. Prior to this role James Hix was employed by Allstate Financial Services LLC, Allstate Distributors LLC and Ameritas Investment Corp.
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)
NE
08/28/2015 - 11/30/2015
ALLSTATE DISTRIBUTORS, L.L.C. (LINCOLN NE)
NE
07/23/2010 - 07/13/2015
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
08/15/2008 - 08/03/2010
ALFS, INC. (LINCOLN NE)
NE
03/10/2006 - 08/11/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 12/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2017
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 08/09/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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