Unclaimed
David William Jones is a registered investment advisor currently working at Allstate Financial Services, LLC. David Jones has been in the industry since December 23, 2011, and holds Series 6, 63 and SIE licenses. David Jones has been registered in Pennsylvania since January 30, 2012.
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
12/23/2011 - Present
Allstate Financial Services, LLC (MEADVILLE PA)
BC
Issued 01/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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