Invested Better
Unclaimed

Unclaimed

Unclaimed

Samuel James Work

Ameritas Investment Company, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Samuel? Claim Your Profile

About Samuel James Work

Samuel James Work is a financial advisor with Ameritas Investment Company, LLC. Samuel has been in the financial services industry since 2001. Samuel has a Series 6, Series 63 and Series 65 licenses and has been registered in both Missouri and Ohio. Samuel previously worked for CARILLON INVESTMENTS, INC. and PRUCO SECURITIES CORPORATION.

Firm Information

Samuel Work is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Samuel Work’s Registration & Firm History

OH

06/30/2006 - Present

Ameritas Investment Company, LLC (RICHFIELD OH)

OH

09/10/2003 - 06/30/2006

CARILLON INVESTMENTS, INC. (RICHFIELD OH)

NJ

07/09/2001 - 10/10/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Samuel James Work is right for you?

Licenses & Designations

IA

Issued 08/17/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel James Work.
Not sure if Samuel James Work is right for you?