Unclaimed
David McLaughlin is a financial advisor with Allstate Financial Advisors, LLC. David has been in the financial services industry since February 21, 2003 and has been registered with the state of Ohio since April 26, 2010. Previously, David was registered with NFP Securities, Inc. and NatCity Investments, Inc.. David has the Series 7 and Series 63 licenses, as well as the SIE exam. David currently serves clients in Ohio.
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.
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Third party advisory fees
1
2
OH
04/26/2010 - Present
Allstate Financial Advisors, LLC (Strongsville OH)
OH
09/15/2004 - 03/31/2010
NFP SECURITIES, INC. (STRONGSVILLE OH)
OH
09/09/2002 - 04/01/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BC
Issued 05/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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