Regina Robles-Marquez (CRD# 7490597) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Kearney, NE and has 1 year of experience in the finance industry.
CRD# 5496950
Cetera Investment Advisers LLC
CRD# 2329736
Oldfather Financial Services LLC
CRD# 6165317
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Jan 2024 - Current | < 1 |
| Ameritas Investment Company, LLC | Lincoln, NE | Jul 2023 - Current | < 1 |
| Ameritas Financial Center/barth Financial | Kearney, NE | Nov 2021 - Current | 2 |
| University Of Nebraska At Kearney | Kearney, NE | Oct 2021 - Current | 2 |
| University Of Nebraska At Kearney | Kearney, NE | Aug 2019 - Current | 4 |
| First National Bank Of Omaha | Kearney, NE | Nov 2020 - Aug 2021 | < 1 |
| Usave Pharmacy | Lexington, NE | Jul 2017 - Jan 2021 | 3 |
| Student | Kearney, NE | Jan 2013 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NE
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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
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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