Unclaimed
Jeremy Robson is a financial advisor with Ameritas Advisory Services, LLC, located in Lincoln, NE. Jeremy has been in the financial services industry since 2002. Jeremy's current registrations include a state registration with the state of Nebraska. Ameritas Advisory Services, LLC is an investment advisor that provides a range of financial planning services, including portfolio management, financial planning, and pension consulting to individuals, businesses, and charitable organizations.
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
01/01/2002 - 05/28/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 10/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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