Unclaimed
Ruth Ann Forsyth is an investment advisor representative for Ameritas Advisory Services, LLC and has been in the industry since July 17, 1989. Ruth Ann is a registered investment advisor in Pennsylvania and Texas and holds Series 7, 24, 51, 63, and 65 licenses. Ruth Ann has been with Ameritas Advisory Services, LLC since November 2021. Prior to that, she was a partner at The Advisors Group of Pittsburgh and an insurance agent for Western PA Financial Ctr dba Ameritas Financial Services of WPA. Ruth Ann specializes in providing financial planning, pension consulting, and educational seminars.
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
PA
11/01/2021 - Present
Ameritas Advisory Services, LLC (PITTSBURGH PA)
MD
04/15/1991 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
07/18/1989 - 05/09/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 11/08/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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