Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Makal is a financial advisor with Allstate Financial Advisors, LLC. James is registered to provide investment advice in Pennsylvania. James has been a registered financial advisor since 2008 and has experience working with individual clients. James can help with financial planning, investment advice, and the selection of other advisors.
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.
Helps you choose top advisors aligned with your 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.
Third party advisory fees
1
2
PA
03/18/2024 - Present
Allstate Financial Advisors, LLC (Bloomsburg PA)
NE
02/05/2008 - 08/19/2010
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
05/11/2004 - 12/31/2007
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 03/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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