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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dean Allen is a financial advisor with Ameritas Advisory Services, LLC in Homewood, Alabama. Jeffrey Allen has been in the industry since 1994 and has been registered with the Securities and Exchange Commission (SEC) since 1995. He is licensed to provide financial advice in Alabama and Pennsylvania. Jeffrey Allen is a Registered Representative and Investment Advisor Representative. Jeffrey Allen is an experienced financial advisor who can provide a range of services, including financial planning, investment management, and estate planning. Jeffrey Allen offers services to individuals, businesses, and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Solicitor fees
1
2
AL
03/31/2023 - Present
Ameritas Advisory Services, LLC (Homewood AL)
FL
02/13/2013 - 05/15/2017
RAYMOND JAMES & ASSOCIATES, INC. (JUPITER FL)
FL
10/29/2003 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (JUPITER FL)
NJ
01/20/1995 - 08/10/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
FL
01/08/1992 - 02/01/1995
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
NJ
04/18/1989 - 01/13/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 12/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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