Jamie L. Meyer
Professional summary
Jamie Lee Meyer, who also goes by Jamie L Meyer, is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Dunedin, Florida.
Jamie is registered as a RR (Registered Representative) and started their career in finance in 1988. Jamie has worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jamie Lee Meyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 10, 2016 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 1365 Main St, Dunedin, FL 34698-6246March 27, 2015 - May 16, 2016
MSI FINANCIAL SERVICES, INC.
September 30, 2009 - April 10, 2015
ALLSTATE FINANCIAL SERVICES, LLC
May 13, 2009 - August 21, 2009
ALT FUND DISTRIBUTORS LLC
June 22, 2007 - September 26, 2008
VP DISTRIBUTORS LLC
January 5, 2007 - April 30, 2007
ASHTON STEWART & CO., INC.
May 1, 2006 - January 3, 2007
LBS CAPITAL MANAGEMENT INC
September 8, 2004 - April 4, 2006
CITIGROUP GLOBAL MARKETS INC.
September 7, 2004 - April 4, 2006
CITIGROUP GLOBAL MARKETS INC.
January 29, 2004 - September 30, 2004
UBS FINANCIAL SERVICES INC.
January 5, 2004 - September 30, 2004
UBS FINANCIAL SERVICES INC.
February 25, 2002 - December 2, 2003
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
December 31, 2000 - January 28, 2002
LINCOLN FINANCIAL DISTRIBUTORS, INC.
October 26, 1999 - December 31, 2000
DELAWARE DISTRIBUTORS, L.P.
April 19, 1996 - March 25, 1999
HORNOR, TOWNSEND & KENT, LLC
January 1, 1995 - May 2, 1996
NEUBERGER BERMAN MANAGEMENT LLC
April 17, 1990 - August 25, 1994
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
January 3, 1989 - December 20, 1989
PAMCO SECURITIES AND INSURANCE SERVICES
October 3, 1988 - December 20, 1989
METROPOLITAN LIFE INSURANCE COMPANY
October 3, 1988 - December 20, 1989
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/10/2016)
(9/25/2023)
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALLSTATE FINANCIAL SERVICES, LLC
CRD#: 18272Dunedin, FL 34698-6246TRUST BUT VERIFY
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