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Donna Joy Beitler

Allstate Financial Services, LLC

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About Donna Joy Beitler

Donna Beitler is a financial professional who has been in the industry since June 2021. Donna is registered with the state of Pennsylvania and Maryland and holds a Series 63, Series 6TO, and SIE licenses. Donna is currently employed with Allstate Financial Services, LLC and works out of their Bethlehem, PA branch office.

Firm Information

Donna Beitler 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 Beitler’s Registration & Firm History

PA

06/24/2021 - Present

Allstate Financial Services, LLC (Bethlehem PA)

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Licenses & Designations

BC

Issued 08/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Joy Beitler.
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