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Shawn Hamilton Foster

Ameritas Advisory Services, LLC

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About Shawn Hamilton Foster

Shawn Foster is a financial advisor who has been in the industry for over 30 years. Shawn holds Series 6, 7, 26, 63 and 65 licenses, and is a Chartered Financial Consultant. Shawn is currently registered with Ameritas Advisory Services, LLC, and has been with the firm since November 2021. Prior to that, Shawn was with Nationwide Securities, LLC, Ameritas Investment Corp., Financial Network Investment Corporation, Signal Securities, Inc. and Cullum & Sandow Securities, Inc. Shawn has a wide range of experience in the financial services industry, and is committed to providing his clients with personalized financial advice.

Firm Information

Shawn Foster 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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Shawn Foster’s Registration & Firm History

TX

11/01/2021 - Present

Ameritas Advisory Services, LLC (DALLAS TX)

TX

07/08/2004 - 03/31/2009

NATIONWIDE SECURITIES, LLC (PLANO TX)

NE

11/08/2001 - 06/21/2004

AMERITAS INVESTMENT CORP. (LINCOLN NE)

CA

01/03/1994 - 09/29/2000

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

TX

02/11/1992 - 12/31/1993

SIGNAL SECURITIES, INC. (FORT WORTH TX)

TX

08/28/1989 - 12/31/1991

CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 12/12/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/24/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Hamilton Foster.
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