Unclaimed
Gregg Stephens is a financial advisor with Allstate Financial Services, LLC in West Babylon, New York. Gregg has been in the industry since May 2004. Gregg specializes in helping individuals meet their financial goals. Gregg has a Series 6, 26, 51, and 63 license. Gregg also has the SIE exam.
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
NY
02/15/2010 - Present
Allstate Financial Services, LLC (West Babylon NY)
NY
05/24/2004 - 02/26/2008
ALLSTATE FINANCIAL SERVICES, LLC (LITTLE NECK NY)
BC
Issued 06/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/02/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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