Zhizhi Mark Ma

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 10/2003 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 01/2006 → Present
  Mig-Ma Investment Group
  Houston, TX
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2003-02-03 → 2004-09-30
  The Advisors Group, Inc.
  Houston, TX

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * MIG-MA INVESTMENT GROUP; SAME AS BRANCH; INV REL; DBA FOR FINANCIAL SERVICE ACTIVITY; OWNER; START DATE=01/2006; HRS/MO=40; TRADING HRS/MO=40; FINANCIAL SERVICES, INSURANCE SALES, INVESTMENT ADVISORY SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2003-01-22
• S63 Uniform Securities Agent State Law Examination
  1997-06-20

Designations

• Certified Financial Planner

Other Names

• Mark Ma