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Jacob Stevenson

Allstate Financial Services, LLC

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About Jacob Stevenson

Jacob Stevenson is a financial advisor who has been in the industry since December 14, 2023. Jacob is registered with Allstate Financial Services, LLC and holds Series 6, 63 and SIE licenses. Jacob is licensed in Iowa, Nebraska, and South Dakota.

Firm Information

Jacob Stevenson 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 Stevenson’s Registration & Firm History

IA

12/15/2023 - Present

Allstate Financial Services, LLC (SIOUX CITY IA)

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Licenses & Designations

BC

Issued 12/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2023

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

BC

Issued 11/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Stevenson.
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