Unclaimed
Jennifer Ann Elliott is a financial advisor with Ameritas Advisory Services, LLC. Jennifer is a Registered Representative and has been in the financial services industry since May 23, 2000. Jennifer has a wide range of experience in the financial services industry and holds several industry certifications. Jennifer is currently registered in Ohio and California.
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
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (Fairfield OH)
OH
05/24/2000 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BOTH
Issued 11/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2005
Series 4 - Registered Options Principal Examination
BC
Issued 11/11/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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