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Edward Matthew Bartel

Allstate Financial Services, LLC

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About Edward Matthew Bartel

Edward Matthew Bartel is a financial advisor with Allstate Financial Services, LLC. Edward has been working in the industry since April 2016. Edward holds the Series 6 and Series 63 licenses as well as the SIE exam. Edward is registered in New York.

Firm Information

Edward Bartel 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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Edward Bartel’s Registration & Firm History

NY

04/06/2016 - Present

Allstate Financial Services, LLC (West Seneca NY)

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Licenses & Designations

BC

Issued 02/17/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Matthew Bartel.
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