Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Scott Ellis is a financial professional with over 15 years of experience in the financial services industry. Jeffery has a Series 6 and Series 63 license. He is currently registered with Allstate Financial Services, LLC and has previously worked with Nationwide Securities, LLC, PRUCO Securities, LLC, and PNC Investments. Jeffery's professional experience includes providing investment advice and financial planning services to individuals and families.
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
OH
01/11/2019 - Present
Allstate Financial Services, LLC (Canal Fulton OH)
OH
04/14/2014 - 01/17/2019
NATIONWIDE SECURITIES, LLC (NORWALK OH)
OH
10/14/2013 - 02/20/2014
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
OH
06/21/2011 - 08/08/2013
PNC INVESTMENTS (ORRVILLE OH)
OH
03/14/2006 - 06/03/2011
NATIONWIDE SECURITIES, LLC (NORWALK OH)
BC
Issued 01/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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