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Anthony James Paone

Allstate Financial Services, LLC

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About Anthony James Paone

Anthony James Paone is a financial professional with over 23 years of experience in the industry. Anthony is currently registered with Allstate Financial Services, LLC and has been with the firm since 2008. Anthony holds Series 6, 7, 63 and 65 licenses. He is also a Registered Representative. Anthony has previously worked at 1717 Capital Management Company, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., and Waddell & Reed, Inc.

Firm Information

Anthony Paone 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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Anthony Paone’s Registration & Firm History

PA

06/02/2008 - Present

Allstate Financial Services, LLC (COLLEGEVILLE PA)

PA

01/25/2006 - 05/12/2008

1717 CAPITAL MANAGEMENT COMPANY (RADNOR PA)

PA

10/31/2005 - 01/17/2006

AIG FINANCIAL ADVISORS, INC. (ALLENTOWN PA)

AZ

02/23/2000 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

KS

07/01/1999 - 03/03/2000

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 12/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/30/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony James Paone.
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