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Anita Sophia Jacob

Allstate Financial Services, LLC

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About Anita Sophia Jacob

Anita Jacob is a financial professional with experience in the financial services industry. She holds the Series 6 and Series 63 securities licenses, as well as the SIE exam. Anita currently works at Allstate Financial Services, LLC.

Firm Information

Anita Jacob is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Anita Jacob’s Registration & Firm History

CA

12/12/2017 - Present

Allstate Financial Services, LLC (Grand Terrace CA)

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Licenses & Designations

BC

Issued 01/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anita Sophia Jacob.
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