Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Rotert is a financial advisor with Ameriprise Financial Services, LLC, located in North Platte, Nebraska. Samantha has been in the financial services industry since 2007 and holds Series 7, Series 63, and SIE licenses. Samantha's previous experience includes roles at LPL Financial LLC, Raymond James Financial Services, Inc., Cetera Investment Services LLC, and Ameritas Investment Corp. Samantha offers a range of financial planning and investment services, including asset allocation services, portfolio management for individuals and businesses, and educational seminars. Samantha is committed to helping clients achieve their financial goals.
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.
Asset allocation services
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.
1
2
NE
09/13/2023 - Present
Ameriprise Financial Services, LLC (North Platte NE)
NE
07/21/2022 - 08/25/2022
LPL FINANCIAL LLC (NORTH PLATTE NE)
NE
06/14/2017 - 08/04/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NORTH PLATTE NE)
NE
07/19/2011 - 06/13/2017
CETERA INVESTMENT SERVICES LLC (NORTH PLATTE NE)
NE
08/16/2007 - 07/22/2011
AMERITAS INVESTMENT CORP. (NORTH PLATTE NE)
BC
Issued 08/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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