Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Scholz is a registered investment advisor representative with Ameritas Advisory Services, LLC. Mark has over 15 years of experience in the financial services industry and holds the Series 6, 7, 63, and 65 licenses. Mark's primary areas of expertise are financial planning, portfolio management, and retirement planning. Mark is dedicated to providing personalized financial guidance to help clients achieve their financial goals. In addition to his role at Ameritas Advisory Services, LLC, Mark is also a licensed insurance agent for several insurance companies.
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 (OMAHA NE)
IA
Issued 06/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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