Unclaimed
James Dean Houston is a financial professional with over 9 years of experience in the financial services industry. James is currently registered with Allstate Financial Services, LLC in Edgewater, MD. James has a Series 6 and Series 63 license.
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.
1
2
MD
05/31/2023 - Present
Allstate Financial Services, LLC (Edgewater MD)
MD
08/23/2014 - 09/28/2022
ALLSTATE FINANCIAL SERVICES, LLC (COLUMBIA MD)
BC
Issued 08/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Houston is the right advisor for you? Invested Better is here to help.