Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robertson is a financial advisor with Allstate Financial Services, LLC. Daniel has been in the industry since August 30, 2005 and has worked for the firm since August 31, 2005. Daniel is registered to conduct business in Alaska, Arizona, Florida, Idaho, Montana, Oregon, Texas, Utah, and Washington.
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
ID
08/31/2005 - Present
Allstate Financial Services, LLC (MERIDIAN ID)
BC
Issued 10/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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