Unclaimed
David Tofig is a registered representative with Allstate Financial Services, LLC. David has been in the securities industry since March 4, 2009. David is registered with the state of California, Colorado, New York, North Carolina and Oregon. David holds the Series 63, Series 66, Series 7 and SIE securities licenses.
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
CA
01/11/2010 - Present
Allstate Financial Services, LLC (SAN JOSE CA)
NE
11/16/2004 - 08/25/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 12/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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