Unclaimed
Michael Booth is an investment advisor representative who has been in the industry since 2007. Michael is currently registered with Ameritas Advisory Services, LLC and is active in both Broker-Dealer and Investment Adviser capacity. Michael has experience in several areas including financial planning, portfolio management for businesses and individuals, as well as pension consulting. Michael has a strong background in financial services and is dedicated to providing his clients with the best possible advice.
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)
NE
07/13/2007 - 03/12/2021
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
IA
Issued 04/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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