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Timothy M

Series 63, Series 65

Memphis, TN

Ameritas Advisory Services, LLC

Timothy Moran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several Ameritas affiliates and owns The Moran Company, serving as its president. Moran is also a partner at UCL Financial Group, LLC, and holds a royalty interest in an oil well in Kansas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a broad network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Mark M

Series 63, Series 65

Memphis, TN

Ameritas Advisory Services, LLC

Mark Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked with Ameritas and its affiliates since 2006 and maintains roles with Uwag and UCL Financial Group. Miller serves as a National Committeeman for NAIFA Memphis/West Tennessee, acting as a liaison to state and national associations and participating in local board committees. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable product subaccounts, supported by its Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Rebecca S

CFP®, Series 66

Memphis, TN

Ameritas Advisory Services, LLC

Rebecca Schulter is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing nine years of industry experience. She has been affiliated with Ameritas entities since 2014 and serves as a past president of the NAIFA Memphis/West Tennessee chapter. In addition to her financial advisory work, she is involved in acting, participating in commercials. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners for portfolio construction and management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Charles B

Series 63, Series 65

Memphis, TN

Ameritas Advisory Services, LLC

Charles Brown is an advisor at Ameritas Advisory Services, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple Ameritas entities since 2006, as well as at Coventry since 2025 and UCL Financial Group LLC since 1972. He is also a licensed independent insurance agent and a partner/owner of UCL Financial Group LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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