Unclaimed
Jack Nelson Dyer is a financial professional with over 20 years of experience in the financial services industry. Jack is currently registered with Lasalle ST. Investment Advisors, LLC as an Investment Advisor Representative in Colorado and Texas. Jack has experience working in the financial services industry with firms such as Lasalle ST. Securities, LLC, NFP Securities, Inc., and Veravest Investments, Inc. Jack holds Series 6, 7, 63, and 65 licenses and the SIE exam.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
10/27/2005 - Present
Lasalle ST. Investment Advisors, LLC (TYLER TX)
TX
04/22/2005 - 12/31/2021
LASALLE ST SECURITIES, L.L.C. (TYLER TX)
TX
05/15/2003 - 04/22/2005
NFP SECURITIES, INC. (AUSTIN TX)
MA
03/07/1998 - 05/29/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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