Unclaimed
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.
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
NY
04/06/2016 - Present
Allstate Financial Services, LLC (West Seneca NY)
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
Active
Inactive
F
FINRA
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