Pamela Dee Goswick

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

• 06/1997 → Present
  Ameritas Investment Corp.
  Fremont, NE
• 06/1997 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 10/1998 → Present
  Investment Advisors, Inc
  Fremont, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2024 → Present
  Insource Financial Advisors
  Lincoln, NE

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * INVESTMENT ADVISORS, INC; SAME AS BRANCH; INV REL; SELL INSURANCE AND INVESTMENTS TO INDIVIDUALS AND BUSINESSES; OWNER; START DATE=10/1998; HRS/MO=160; TRADING HRS/MO=130; MEETING WITH CLIENTS ON FINANCIAL NEEDS * INSOURCE FINANCIAL ADVISORS; INV REL; 390 NORTH COTNER BLVD, LINCOLN, NE 68505; INSURANCE AND FINANCIAL SERVICES; EMPLOYEE; START DATE=01/2024; HRS/MO=96; TRADING HRS/MO=84; MEET WITH CLIENTS, ASSIST WITH FINANCIAL PLANS, PLACE TRADES

Exams

• S66 Uniform Combined State Law Examination
  2010-12-15
• S63 Uniform Securities Agent State Law Examination
  1997-09-08

Other Names

• Pam Goswick