Daniel Morales

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

• 08/2018 → 09/2021
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 11/2015 → 08/2018
  San Antonio Winery
  Los Angeles, CA
• 09/2021 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 10/2021 → 11/2021
  Ameritas Investment Company, Llc
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2021-10-13 → 2021-11-01
  Ameritas Investment Company, Llc
  Lincoln, NE
  Castaic, CA
• 2020-11-09 → 2021-10-04
  World Investment Advisors, Llc
  Valencia, CA
  Castaic, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-07