Jeffrey O. Ranz
Professional summary
Jeffrey O Ranz, CFP® is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Fort Washington, Pennsylvania.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1984. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey O Ranz's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
April 17, 2007 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 7241 Hollywood Rd, Fort Washington, PA 19034-1204January 25, 2006 - August 23, 2006
AMERITAS INVESTMENT COMPANY, LLC
January 24, 2006 - August 23, 2006
AMERITAS INVESTMENT COMPANY, LLC
September 12, 2003 - February 17, 2004
WELLS FARGO INVESTMENTS, LLC
September 3, 2003 - February 17, 2004
WELLS FARGO INVESTMENTS, LLC
November 9, 1999 - February 1, 2002
PRUCO SECURITIES, LLC.
November 16, 1998 - August 16, 1999
PENN SECURITIES, INC.
September 24, 1984 - November 13, 1998
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/2019)
(11/4/2025)
(4/17/2007)
Exams
FINRA
Current Firm
ALLSTATE FINANCIAL SERVICES, LLC
CRD#: 18272 / SEC#: , 8-36365
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLSTATE INSURANCE COMPANY | OWNER | |
| BOUDREAU, JOHN DOUGLAS | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE | 6357880 |
| DELANEY, SCOTT SULLIVAN | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2978681 |
| LANSPA, PAUL DONALD | CHIEF OPERATING OFFICER | 6449159 |
| MUELLER, DAVID JOHN | GENERAL COUNSEL AND SECRETARY | 7807045 |
| NELSON, MARY KRIS | CHAIRMAN OF THE BOARD | 2464654 |
| SWEENEY, MICHAEL DANIEL | AML OFFICER | 2026113 |
| WHITCOMB, MICHAEL JAMES | FINOP | 7495756 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Red Flags
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