Unclaimed
Randall Trost is a financial advisor registered with Ameritas Advisory Services, LLC. Randall has been in the industry since 1993 and has experience with multiple firms including Principal Securities, Inc., Ameritas Investment Corp., and Securities America, Inc.. Randall is a registered investment advisor and has a Series 63 and Series 65 license. Randall is also a member of NAIFA and MDRT. Randall provides a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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 (LaVista NE)
NE
05/21/2018 - 02/28/2019
PRINCIPAL SECURITIES, INC. (Lincoln NE)
NE
01/20/2015 - 05/23/2018
AMERITAS INVESTMENT CORP. (Lincoln NE)
NE
08/16/2010 - 12/31/2014
SECURITIES AMERICA, INC. (YUTAN NE)
NE
07/03/2006 - 08/19/2010
THE O.N. EQUITY SALES COMPANY (OMAHA NE)
NE
09/09/1993 - 07/05/2006
THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)
IA
Issued 05/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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