Unclaimed
Emily Rosen is a financial advisor who has been active in the industry since 2018. Emily holds Series 6, 63, and 26 securities licenses and is currently registered with Allstate Financial Services, LLC. Emily is currently located in Lincoln, Nebraska.
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.
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2
NE
07/15/2022 - Present
Allstate Financial Services, LLC (Lincoln NE)
UT
12/16/2016 - 11/25/2020
ALLSTATE FINANCIAL SERVICES, LLC (Draper UT)
BC
Issued 02/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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