Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Polniak is a financial advisor who is registered with the state of Iowa and other states. Alan is currently employed with Allstate Financial Services, LLC and has been with them since 2018. Alan has passed the Series 6, Series 63, and SIE exams. Alan has been working in the industry since 2019.
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.
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.
1
2
IA
01/12/2024 - Present
Allstate Financial Services, LLC (Dubuque IA)
IA
06/30/2018 - 09/30/2022
ALLSTATE FINANCIAL SERVICES, LLC (Cedar Rapids IA)
BC
Issued 07/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Polniak is the right advisor for you? Invested Better is here to help.
