David Beltz (CRD# 2749428) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Carnegies, PA and has over 27 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Investment Corp | Lincoln, NE | Jun 2019 - Current | 4 |
| Beltz Financial Group | Carnegie, PA | Jun 2019 - Current | 4 |
| Ameritas Life Insurance Corp | Lincoln, NE | May 2019 - Current | 5 |
| Massmutual | Pittsburgh, PA | Sep 2016 - May 2019 | 2 |
| Mml Investors Services | Pittsburgh, PA | Sep 2016 - May 2019 | 2 |
| The Prudential Insurance Company Of America | Newark, NJ | Jul 2015 - Sep 2016 | 1 |
| Pruco Securites, LLC | Newark, NJ | Jul 2015 - Sep 2016 | 1 |
| Sagepoint Financial | Cranberry Township, PA | Feb 2014 - Jun 2015 | 1 |
| Aig Financial Network | Cranberry, PA | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
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