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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Renee Berry is a financial advisor with Ameritas Advisory Services, LLC, a registered investment advisor. Shannon has been in the financial services industry since 1998 and has worked for several firms, including Horace Mann Investors Inc, Ameritas Investment Corp. and The Advisors Group, Inc. Shannon holds a Series 6, 7, 24, 26, 63, and 66 license. Shannon is registered to offer investment advice in Arizona, Iowa, Maryland, Nebraska, and Nevada. Shannon is licensed to offer investment advice in Nebraska. Shannon specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (LINCOLN NE)
NE
01/04/2006 - 10/17/2007
HORACE MANN INVESTORS INC (LINCOLN NE)
NE
05/04/1998 - 12/31/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
10/27/2000 - 09/10/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 11/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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