Unclaimed
Dalton McCarthy is an investment advisor representative at Allstate Financial Advisors, LLC, located in Manorville, New York. Dalton has been in the financial services industry since June 2017. Dalton is registered with the state of New York as an investment advisor representative and has a Series 66 license.
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.
Helps you choose top advisors aligned with your 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.
Third party advisory fees
1
2
NY
01/26/2024 - Present
Allstate Financial Advisors, LLC (Manorville NY)
BOTH
Issued 01/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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