Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Raymond Christensen is an investment advisor representative registered with Ameritas Advisory Services, LLC in Nebraska. James is a licensed insurance agent and specializes in providing investment advice to individuals and businesses. James has over 35 years of experience in the financial services industry. James is also a Managing Member of InSOURCE Financial Advisors, LLC which is a DBA for the merger with AIC's Retail reps to offer life & disability insurance and fixed indexed annuities to clients. Ameritas Advisory Services, LLC is a fee-based advisory firm offering services such as financial planning, portfolio management and pension consulting.
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)
BC
Issued 03/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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