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Paul S
CFA®, Series 63
Rockville, MD
Ameritas Advisory Services, LLC
Paul Schneider is a CFA® charterholder with 17 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at Vector Financial Advisors LLC, Ameritas Life Insurance Corp, and Acacia Financial Advisors LLC. Schneider also serves as Managing Director of Vector Recovery Group, LLC, providing consulting and financial analysis to small businesses. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a variety of program platforms and leverages both firm-developed and third-party investment models.
Brian R
Series 63, Series 65
Rockville, MD
Ameritas Advisory Services, LLC
Brian Riley is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp, Ameritas Investment Corp., and Acacia Financial Advisors LLC. Riley is also licensed as an independent insurance agent, focusing on the sale and service of fixed insurance products including life, disability, and long-term care insurance, as well as fixed annuities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of portfolio management strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.
Phuoc D
Series 63, Series 65
Rockville, MD
Ameritas Advisory Services, LLC
Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Equitable Advisors and Ameritas-affiliated entities. Outside of advisory work, he serves as president of US-Asia Links, an international business consulting firm focused on environmental and clean water initiatives, and holds a commissioner role advising on Asian Pacific American community issues. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes diverse investment programs and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.
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