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Jacob Anthony Suardini

Allstate Financial Services, LLC

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About Jacob Anthony Suardini

Jacob Anthony Suardini is a financial professional registered with Allstate Financial Services, LLC and holds a Series 6, Series 63, and SIE license. Jacob has been in the industry since August 21, 2015.

Firm Information

Jacob Suardini 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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Jacob Suardini’s Registration & Firm History

MI

08/22/2015 - Present

Allstate Financial Services, LLC (Ypsilanti MI)

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Licenses & Designations

BC

Issued 09/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jacob Anthony Suardini. Review regulatory record here.
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