Unclaimed
Linda Broers is a financial advisor with over 17 years of experience in the industry. Linda has worked at Ameritas Advisory Services, LLC since November of 2021. Linda previously worked at Ameritas Investment Corp., GWFS Equities, Inc. and UFS Securities, L.L.C. Linda is registered with the state of Nebraska. Linda offers a variety of financial services including financial planning, portfolio management, and pension consulting. Linda has a combined 6 years of experience in the investment advisory and brokerage industries. Linda is also registered with the state of Nebraska.
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
07/11/2008 - 08/27/2010
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CO
04/11/2008 - 06/05/2008
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NE
01/26/2001 - 11/14/2001
UFS SECURITIES, L.L.C. (LINCOLN NE)
NE
05/01/1998 - 12/11/2000
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
07/29/1997 - 05/07/1998
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
NE
11/11/1996 - 06/20/1997
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 08/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Linda Broers is the right advisor for you? Invested Better is here to help.