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Erin Irene McCartney

Allstate Financial Services, LLC

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About Erin Irene McCartney

Erin McCartney is a financial professional with over 20 years of experience in the financial services industry. Erin is currently registered with Allstate Financial Services, LLC and holds Series 7, 24, 51, 63, and 6TO licenses. Erin has previously worked with Citigroup Global Markets Inc., Salomon Smith Barney Inc., and Allstate Financial Services, LLC. Erin is licensed to sell securities in Massachusetts, New York and South Carolina.

Firm Information

Erin McCartney 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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Erin McCartney’s Registration & Firm History

NE

01/10/2023 - Present

Allstate Financial Services, LLC (Lincoln NE)

NE

01/24/2007 - 11/19/2021

ALLSTATE FINANCIAL SERVICES, LLC (Lincoln NE)

NY

12/14/2004 - 02/17/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

01/14/2003 - 03/06/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

12/19/2000 - 05/24/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2020

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/31/2020

Series 24 - General Securities Principal Examination

BC

Issued 01/10/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erin Irene McCartney.
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