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Jaime N Morales

Allstate Financial Services, LLC

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About Jaime N Morales

Jaime Morales is a financial professional registered in Illinois since July 2014. Jaime has experience in the industry since March 2014 and is currently registered with Allstate Financial Services, LLC. Jaime holds the Series 6, Series 63, and SIE licenses. Jaime is currently associated with the Chicago, Illinois branch office of Allstate Financial Services, LLC.

Firm Information

Jaime Morales 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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Jaime Morales’s Registration & Firm History

IL

03/17/2014 - Present

Allstate Financial Services, LLC (Chicago IL)

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Licenses & Designations

BC

Issued 07/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime N Morales.
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