David
Beltz
Ameritas Advisory Services, LLC
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About this Advisor
David Beltz is a financial advisor based in Carnegie, Pennsylvania, working with Ameritas Advisory Services, LLC. David has previously held positions at Sagepoint Financial, The Prudential Insurance Co. Of America, Pruco Securities, LLC, Massmutual, MML Investors Services, Ameritas Investment Corp, Ameritas Advisory Services, LLC, Beltz Financial Group, AIG Financial Network, and Ameritas Life Insurance Corp. David has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, David is part of Ameritas Advisory Services, LLC, which operates out of Carnegie, Pennsylvania. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Beltz Work History
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Beltz Financial Group
Ameritas Life Insurance Corp
Massmutual
Mml Investors Services
The Prudential Insurance Co. Of America
Pruco Securites, LLC
Sagepoint Financial
Aig Financial Network
Disclosures
Please visit the SEC profile of David Beltz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Lawrence, KS
Minneapolis, MN
Dallas, TX
Carnegie, PA
Irvine, CA
Minneapolis, MN
Tulsa, OK
Milton, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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