Unclaimed
Brent Douglas Wylam is a financial advisor with Allstate Financial Services, LLC. Brent has over 20 years of experience in the financial services industry. He is registered with the state of Hawaii and other states including Idaho, Nevada, Oregon and Washington. Brent holds the Series 6, 7 and 63 licenses as well as the SIE. Brent is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
HI
02/01/2013 - Present
Allstate Financial Services, LLC (Kahului HI)
MO
10/07/2003 - 01/20/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 02/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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