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Avinash Daswani

Allstate Financial Advisors, LLC

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About Avinash Daswani

Avinash Daswani is an investment advisor representative with Allstate Financial Advisors, LLC. Avinash has been in the industry since 2004 and has experience in a number of financial services firms, including Citigroup Global Markets Inc., Chase Investment Services Corp. and Pruco Securities, LLC. Avinash is registered with FINRA and is licensed to provide investment advice in 15 states. Avinash specializes in providing investment advice to individual clients.

Firm Information

Avinash Daswani is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

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selection of other advisors

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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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other

Third party advisory fees

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Avinash Daswani’s Registration & Firm History

NY

05/15/2021 - Present

Allstate Financial Advisors, LLC (Plainview NY)

NY

09/19/2016 - 12/08/2016

INTERNATIONAL ASSETS ADVISORY, LLC (ELMHURST NY)

NY

01/28/2013 - 06/01/2016

CITIGROUP GLOBAL MARKETS INC. (FLUSHING NY)

NY

10/01/2012 - 10/26/2012

J.P. MORGAN SECURITIES LLC (FLUSHING NY)

NY

05/06/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (FLUSHING NY)

NY

06/10/2005 - 05/25/2007

CHASE INVESTMENT SERVICES CORP. (PORT WASHINGTON NY)

NJ

09/03/2004 - 04/29/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/09/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Avinash Daswani. Review regulatory record here.
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