Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Turner is a financial advisor with Ameritas Advisory Services, LLC, a firm headquartered in Lincoln, NE. Steven has been in the industry for over 20 years and has experience with a wide range of clients, including individuals, families, businesses, and institutions. Steven is committed to helping his clients achieve their financial goals through a personalized approach. He believes in building long-term relationships with his clients and providing them with the guidance and support they need to make informed financial decisions.
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
ME
12/21/2023 - Present
Ameritas Advisory Services, LLC (Bangor ME)
NH
07/30/2020 - 06/21/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTSMOUTH NH)
MA
10/23/2009 - 12/20/2011
TD AMERITRADE, INC. (BURLINGTON MA)
MA
01/24/2005 - 09/01/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/29/2003 - 12/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
02/16/2000 - 09/03/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/16/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
08/10/1990 - 11/20/1992
PIONEER FUNDS DISTRIBUTOR, INC.
BC
Issued 07/25/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/09/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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