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Aneidre Lashawn Amerson-allman

Cetera Investment Services LLC

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About Aneidre Lashawn Amerson-allman

Aneidre Amerson-allman is a financial professional with over two decades of experience in the financial services industry. Aneidre currently works as a registered representative for Cetera Investment Services LLC, based in Hoover, Alabama. Aneidre has a strong background in investment advisory services, holding licenses for Series 7, 52TO, and 63 exams. Prior to joining Cetera Investment Services LLC, Aneidre has held positions at several prominent financial institutions, including Sterne Agee Financial Services, Inc., Morgan Keegan & Company, Inc., and Amsouth Investment Services, Inc. Aneidre's commitment to providing personalized financial guidance and comprehensive investment solutions makes her a valuable resource for individuals seeking to achieve their financial goals.

Firm Information

Aneidre Amerson-allman is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aneidre Amerson-allman’s Registration & Firm History

AL

03/14/2016 - Present

Cetera Investment Services LLC (HOOVER AL)

AL

10/25/2012 - 10/24/2014

STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

AL

09/24/2012 - 10/24/2014

STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)

AL

02/13/2007 - 09/26/2012

MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)

AL

02/27/2001 - 02/13/2007

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

AL

02/08/1999 - 02/26/2001

SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)

MN

10/15/1998 - 12/15/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/15/1998 - 12/15/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/08/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aneidre Lashawn Amerson-allman.
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