Unclaimed
Colin Scott Wheeler is a registered representative with Allstate Financial Services, LLC. Colin Wheeler has been in the securities industry since June 30, 2015 and is registered in Florida, New Jersey, and New York. Colin Wheeler has passed the Series 6, Series 63 and SIE exams. The firm's main office is located at 1243 Woodrow Rd Ste 321 Fl 2 in Staten Island, New York.
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.
1
2
NY
07/01/2015 - Present
Allstate Financial Services, LLC (Staten Island NY)
BC
Issued 05/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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