Unclaimed
David Finkelstein is a financial professional with experience in the financial services industry. David has been registered with Allstate Financial Services, LLC since March 2017 and currently holds Series 6 and 63 securities licenses. David is currently registered with the state of Illinois.
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
IL
03/14/2023 - Present
Allstate Financial Services, LLC (Palos Hills IL)
IL
03/20/2017 - 09/30/2022
ALLSTATE FINANCIAL SERVICES, LLC (Palos Hills IL)
BC
Issued 02/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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