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Ruth Ann Forsyth

Ameritas Advisory Services, LLC

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About Ruth Ann Forsyth

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.

Firm Information

Ruth Forsyth is currently registered with Ameritas Advisory Services, LLC. Ameritas Advisory Services, LLC is an investment advisor headquartered in Lincoln, Nebraska. They provide a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and retirement plans. The firm has over 10 billion dollars in regulatory assets under management and serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations.
Ameritas Advisory Services, LLC

5900 O STREET

LINCOLN, NE 68510

$10.29B

Assets Under Management

1,054

Total Clients

507

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Ruth Forsyth’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ruth Ann Forsyth.
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