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Peter F

Series 63, Series 65

Ames, IA

Ameritas Advisory Services, LLC

Peter Flora is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006, as well as work with TFB Advisors, LLC. He is also licensed as an independent insurance agent and involved in retirement plan administration through Tax Favored Benefits, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment products and model portfolios, incorporates third-party technology and managers, and offers various program platforms to build customized portfolios.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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