Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Shields is a financial professional with over 20 years of experience in the industry. David is currently registered with Allstate Financial Services, LLC in Pennsylvania. David has held a Series 6 license since 2000 and has also passed the SIE and Series 63 exams. David has a strong background in the financial services industry and is committed to providing clients with the highest level of service.
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.
1
2
PA
09/20/2005 - Present
Allstate Financial Services, LLC (NEW BRTAIN PA)
NE
05/09/2000 - 09/15/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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