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Chad Jared Williams

Allstate Financial Services, LLC

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About Chad Jared Williams

Chad Jared Williams is a financial professional with over 9 years of experience in the financial services industry. Chad has a strong background in securities, having held positions with NYLIFE Securities LLC and Northwestern Mutual Investment Services, LLC. Currently, Chad is registered with Allstate Financial Services, LLC and is licensed to conduct business in Maine, New Jersey, New York, and Ohio.

Firm Information

Chad Williams 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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Chad Williams’s Registration & Firm History

NY

05/19/2020 - Present

Allstate Financial Services, LLC (Brooklyn NY)

NY

09/12/2017 - 05/05/2020

NYLIFE SECURITIES LLC (STATEN ISLAND NY)

NY

10/27/2014 - 08/04/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Jared Williams.
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