Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mahnke is a financial advisor with Ameritas Advisory Services, LLC. He is a registered representative and investment advisor representative with over 25 years of experience in the financial services industry. Robert has worked in the industry since August 1994. Robert holds Series 6, 7, 24, 63, and 65 licenses. Robert has a wide range of experience in providing financial advice to individuals, families, and businesses. Robert is also a licensed insurance agent and provides fixed insurance products. Robert has been with Ameritas Advisory Services, LLC since November 2021.
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
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (Roseville CA)
FL
06/08/1998 - 02/01/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
01/31/1997 - 02/18/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/31/1997 - 02/18/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
05/12/1994 - 02/10/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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