Unclaimed
Jamie Meyer is a financial professional with over 30 years of experience in the financial services industry. Jamie is currently registered with Allstate Financial Services, LLC and holds Series 7, 6, 63, 31, and SIE licenses. Previously, Jamie worked for a number of firms including MetLife Securities Inc., Capital Real Estate Securities, LLC, Phoenix Equity Planning Corporation, Vantage Securities, Inc., Citigroup Global Markets Inc., UBS Financial Services Inc., Jackson National Life Distributors, Inc., Lincoln Financial Distributors, Inc., Delaware Distributors, L.P., Hornor, Townsend & Kent, Inc., Neuberger & Berman Management Incorporated, Mutual of America Life Insurance Company, PAMCO Securities and Insurance Services, and Metropolitan Life Insurance Company. Jamie is also registered in Florida and Utah.
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.
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.
1
2
FL
05/10/2016 - Present
Allstate Financial Services, LLC (Dunedin FL)
FL
03/27/2015 - 05/16/2016
METLIFE SECURITIES INC. (TAMPA FL)
FL
09/30/2009 - 04/10/2015
ALLSTATE FINANCIAL SERVICES, LLC (DUNEDIN FL)
NY
05/13/2009 - 08/21/2009
CAPITAL REAL ESTATE SECURITIES, LLC (NEW YORK NY)
CT
06/22/2007 - 09/26/2008
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
FL
01/05/2007 - 04/30/2007
VANTAGE SECURITIES, INC. (MIAMI FL)
FL
09/07/2004 - 04/04/2006
CITIGROUP GLOBAL MARKETS INC. (CLEARWATER FL)
NJ
01/05/2004 - 09/30/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TN
02/25/2002 - 12/02/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
PA
12/31/2000 - 01/28/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
10/26/1999 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
04/19/1996 - 03/25/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
01/01/1995 - 05/02/1996
NEUBERGER & BERMAN MANAGEMENT INCORPORATED (NEW YORK NY)
NY
04/17/1990 - 08/25/1994
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NA
01/03/1989 - 12/20/1989
PAMCO SECURITIES AND INSURANCE SERVICES
MA
10/03/1988 - 12/20/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/03/1988 - 12/20/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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