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Donna Jean Baty

Allstate Financial Services, LLC

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About Donna Jean Baty

Donna Jean Baty is a financial professional with over 20 years of experience in the industry. Donna is currently registered with Allstate Financial Services, LLC and holds Series 6, Series 63 and SIE licenses. Donna specializes in helping clients with investment company products and variable contracts.

Firm Information

Donna Baty 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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Donna Baty’s Registration & Firm History

TX

10/26/2001 - Present

Allstate Financial Services, LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 11/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Jean Baty.
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