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Wesley P

Series 63, Series 65

Trumbull, CT

Ameritas Advisory Services, LLC

Wesley Preslar 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 worked with Ameritas Advisory Services since 2021 and has a long history with Ameritas Life Insurance and Ameritas Investment Corp. since 2006. In addition to his advisory role, he operates the Wes Preslar Insurance Agency and is an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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

Series 66

Trumbull, CT

Ameritas Advisory Services, LLC

Anthony Socci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 34 years of industry experience. He has worked with Ameritas and its affiliated entities since 2006 and has been involved with Omega Financial Group since 1995, where he is also licensed as an independent insurance agent selling fixed insurance products and property and casualty insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with an emphasis on both discretionary and non-discretionary advice.

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