Unclaimed
John Walter Basham is a financial advisor with Ameritas Advisory Services, LLC. John has been in the industry since 2018 and holds a Series 7, Series 66, and SIE license. John has worked with Ameritas Investment Company, LLC and Ameriprise Financial Services, Inc. John is registered to provide investment advice in 24 states and is active in the financial services industry. John works primarily with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth clients.
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
IN
02/29/2024 - Present
Ameritas Advisory Services, LLC (Mishawaka IN)
IN
10/22/2018 - 01/22/2024
AMERIPRISE FINANCIAL SERVICES, LLC (MISHAWAKA IN)
BOTH
Issued 07/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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