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Eric Jeun-ming Wong

Allstate Financial Services, LLC

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About Eric Jeun-ming Wong

Eric Wong is a financial professional who is registered with Allstate Financial Services, LLC. Eric is a licensed securities agent in California and has been in the financial industry since 2008. Eric holds the Series 6, Series 63 and SIE licenses. Eric is currently based in South San Francisco, California.

Firm Information

Eric Wong 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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Eric Wong’s Registration & Firm History

CA

05/19/2008 - Present

Allstate Financial Services, LLC (South San Francisco CA)

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Licenses & Designations

BC

Issued 12/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Jeun-ming Wong.
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