Unclaimed
Nathan Moore is a financial advisor with Ameritas Advisory Services, LLC, based in Lincoln, NE. Nathan has been in the industry for over a decade and holds Series 6, 7TO, 63, and 65 licenses. Nathan's previous experience includes roles at Ameritas Investment Corp., FBL Marketing Services, LLC, and Poulosky & Associates/AFC. Nathan specializes in working with individuals, corporations and retirement plans.
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
04/17/2023 - Present
Ameritas Advisory Services, LLC (Lincoln NE)
NE
07/30/2018 - 01/12/2022
FBL MARKETING SERVICES, LLC (Lincoln NE)
NE
03/26/2013 - 07/27/2018
AMERITAS INVESTMENT CORP. (FREMONT NE)
IA
Issued 02/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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