Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Eggleton is an Investment Advisor Representative with Ameritas Advisory Services, LLC. John has been in the industry since January 11, 2006. John is registered with the state of Texas, as well as Arizona, California, Florida, Minnesota, Missouri, Oregon, Rhode Island, Tennessee and Washington. John is also registered with FINRA. John holds the following licenses: Series 66, Series 31, Series 7 and SIE. Ameritas Advisory Services, LLC is a Registered Investment Advisor, with a main office in Lincoln, Nebraska. Ameritas Advisory Services, LLC provides financial planning, pension consulting, educational seminars and selection of other advisers to individuals, corporations, insurance companies, charitable organizations and pension plans. Ameritas Advisory Services, LLC also provides portfolio management services to individuals, corporations and businesses.
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
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (DALLAS TX)
TX
09/05/2005 - 11/10/2008
SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)
BOTH
Issued 05/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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