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Zachary Evan Halvonik

Ameritas Advisory Services, LLC

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About Zachary Evan Halvonik

Zachary Halvonik is a financial advisor associated with Ameritas Advisory Services, LLC. Zachary has been in the financial services industry for over 10 years. He is a registered representative of Ameritas Advisory Services, LLC. Zachary is licensed to conduct securities business in Pennsylvania and has Series 7, 66, and SIE licenses. Zachary has a focus on providing financial planning, investment management, and pension consulting services to individuals, businesses, and charitable organizations.

Firm Information

Zachary Halvonik 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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Zachary Halvonik’s Registration & Firm History

PA

01/18/2024 - Present

Ameritas Advisory Services, LLC (Phoenixville PA)

PA

04/18/2023 - 01/31/2024

CHARLES SCHWAB & CO., INC. (Radnor PA)

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Licenses & Designations

BOTH

Issued 06/01/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Evan Halvonik.
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