Unclaimed
David Anthony Kelley is a financial advisor with Allstate Financial Services, LLC. David has been in the financial industry since 2001 and holds a Series 6, Series 63, and SIE licenses. David is registered to sell securities in Minnesota and Wisconsin. David's primary office location is 5913 Howard Ave, Milwaukee, WI 53220-1904.
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.
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2
WI
04/26/2001 - Present
Allstate Financial Services, LLC (Milwaukee WI)
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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