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Bruce Allen Matthews

Allstate Financial Services, LLC

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About Bruce Allen Matthews

Bruce Matthews is a financial professional with over 40 years of experience in the industry. Bruce is currently registered with Allstate Financial Services, LLC and holds Series 63, 24, 7, 6TO, SIE, and 1 licenses. Prior to his current role, Bruce has held positions at Jefferson Pilot Securities Corporation, Walnut Street Securities, Inc., Princor Financial Services Corporation, Equity Services, Inc., MONY Securities Corp. and PML Securities Company. Bruce is licensed to offer investment advice in Arizona, California, Georgia and Kentucky.

Firm Information

Bruce Matthews 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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Bruce Matthews’s Registration & Firm History

AZ

04/16/2003 - Present

Allstate Financial Services, LLC (Scottsdale AZ)

IN

03/15/2002 - 05/09/2003

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

CA

09/06/2001 - 12/31/2001

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

IA

08/24/1990 - 09/04/2001

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

VT

10/24/1985 - 04/05/1990

EQUITY SERVICES, INC. (MONTPELIER VT)

NA

06/14/1984 - 01/23/1986

MONY SECURITIES CORP.

NA

08/29/1978 - 11/18/1983

PML SECURITIES COMPANY

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Licenses & Designations

BC

Issued 11/14/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/1989

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

BC

Issued 08/21/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Bruce Allen Matthews. Review regulatory record here.
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