Kevin Trinidad
Investment adviser representative at Ameritas Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Kevin Trinidad? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Investment Company, LLCFeb 2021 to now
- Ameritas Life InsuranceFeb 2021 to now
- Wealthpoint360Oct 2020 to now
- Pruco Securities LLCJan 2019 to Oct 2020
- The Prudential Insurance Company of AmericaJan 2019 to Oct 2020
- Mutual of Omaha Insurance CompanyOct 2014 to Jan 2019
- Mutual of Omaha Investor ServicesOct 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4679315
- Firm CRD
- 317245