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David K Chaffee

Allstate Financial Services, LLC

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About David K Chaffee

David K. Chaffee is a financial professional with over 14 years of experience in the industry. David is currently registered with Allstate Financial Services, LLC in Conway, NH. David has held previous roles at Foresters Equity Services, Inc. and MML Investors Services, LLC. David holds Series 6, Series 63 and SIE licenses. David is licensed in Maine, Massachusetts and New Hampshire.

Firm Information

David Chaffee is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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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David Chaffee’s Registration & Firm History

NH

08/06/2014 - Present

Allstate Financial Services, LLC (Conway NH)

CA

01/23/2013 - 07/29/2014

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

ME

04/16/2012 - 12/31/2012

MML INVESTORS SERVICES, LLC (FRYEBURG ME)

ME

09/30/2008 - 04/04/2012

NEW ENGLAND SECURITIES (FALMOUTH ME)

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Licenses & Designations

BC

Issued 12/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David K Chaffee.
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