Catherine Zehr (CRD# 3076129) is an Investment Advisor Representative working at Ameritas Investment Partners, Inc. in Lincoln, NE and has over 24 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameritas Investment Corp | Lincoln, NE | May 2000 - Current | 23 |
Ameritas Investment Partners | Lincoln, NE | May 2000 - Current | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1999 |
S65 | NASAA Investment Advisors Law Examination | Sep 2000 |
- NE
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Total Assets Under Management24,872MILLIONS
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Total Number of Accounts1,982ACCOUNTS
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Average Account Value$12,548,764
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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