Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamal? Claim Your ProfileJamal Aaron Toles is a financial advisor with Allstate Financial Services, LLC, based in Lincoln, NE. Jamal is registered to provide investment advice in Indiana and South Dakota, and has been in the industry since 2008. His areas of expertise include securities, investment company products, and variable contracts. Jamal holds Series 6, 7, 63, 26, and SIE licenses.
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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NE
05/22/2023 - Present
Allstate Financial Services, LLC (Lincoln NE)
NY
10/08/2008 - 03/25/2011
CHASE INVESTMENT SERVICES CORP. (MINEOLA NY)
BC
Issued 07/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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