Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Bass is a financial professional with over 25 years of experience in the financial industry. Jeffrey is currently registered with Ameritas Investment Company, LLC. Previously, Jeffrey was associated with firms such as Equitrust Marketing Services, LLC, Princor Financial Services Corporation, and Mutual of Omaha Investor Services, Inc. Jeffrey holds several securities licenses including Series 6, Series 63, Series 26, and Series 6TO.
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
05/31/2024 - Present
Ameritas Investment Company, LLC (Lincoln NE)
IA
04/17/2002 - 02/22/2005
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
06/02/1995 - 05/01/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NE
06/01/1994 - 07/10/1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 04/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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