Rita Maria Abraldes

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

• 02/2015 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 02/2015 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 02/2015 → Present
  Boom Planning
  San Francisco, CA
• 01/2016 → 12/2018
  20/20 Capital Management
  Costa Mesa, CA
• 02/2015 → 12/2018
  20/20 Financial Advisers, San Francisco, Llc
  San Francisco, CA
• 08/2018 → Present
  Canvas Financial
  San Francisco, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2018-06-05 → 2019-01-02
  20/20 Capital Management, Inc
  San Francisco, CA
  Costa Mesa, CA

Other Businesses

BOOM PLANNING; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; ASSOCIATE ADVISOR; START DATE=02/2015; HRS/MO=2; TRADING HRS/MO=2; PREPARE FINANCIAL PLANS, PREPARE AND FOLLOW UP WITH SECURITIES AND ANNUITY PAPERWORK, FOLLOW UP ON TRANSFERS AND ROLLOVERS, RESEARCH AND CLIENT COMMUNICATIONS * CANVAS FINANCIAL; SAME AS BRANCH; INV REL; DBA USED FOR MARKETING AND FIRM CONSOLIDATION PURPOSES; EMPLOYEE; START DATE=08/2018; HRS/MO=10; TRADING HRS/MO=2; PREPARE FINANCIAL PLANS

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-29
• S63 Uniform Securities Agent State Law Examination
  2015-03-27