Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ellermeier is a financial professional with over 15 years of experience in the industry. Jason is currently registered with Allstate Financial Services, LLC in Lincoln, Nebraska. Jason holds several licenses and certifications including Series 63, 66, 7, 10, and SIE. Jason has previously worked with other firms including TD Waterhouse Investor Services, Inc. and Allstate Distributors, L.L.C..
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.
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NE
01/23/2024 - Present
Allstate Financial Services, LLC (Lincoln NE)
NE
11/09/2021 - 05/31/2022
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IL
05/22/2012 - 10/28/2021
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
12/11/2009 - 05/24/2012
SCOTTRADE, INC. (ST. CHARLES IL)
IL
02/07/2005 - 04/18/2005
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
NE
01/09/2001 - 01/25/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 12/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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