Advisor at Ameritas Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ameritas Advisory Services, LLC
Location
Presque Isle, ME 04769
Credentials
Series 65
Industry experience
5 years
Flat or asset-based fees may be charged for financial planning and consulting services; specific amounts are not stated.
IARs may receive compensation in the form of commissions if insurance products are purchased through them.
Financial planning and consulting services may be offered on a fee basis, but specific hourly rates are not stated.
Ameritas Advisory Services, LLC
2021 - Present (5 years)
Ameritas Investment Company, LLC
2021 - 2021 (1 year)
Ameritas Life Insurance Corp
2020 - Present (6 years)
Thompson Financial Group
2020 - Present (6 years)
University of Maine at Presque Isle
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Presque Isle, ME
Edward Jones
Series 66
Presque Isle, ME
Edward Jones
Series 63, Series 65
Presque Isle, ME
Ameritas Advisory Services, LLC
Series 65
Presque Isle, ME
Ameritas Advisory Services, LLC
Series 63, Series 65
Bangor, ME
Ameritas Advisory Services, LLC
Series 65
Presque Isle, ME
Ameritas Advisory Services, LLC
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