Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michalka is a financial advisor with Allstate Financial Services, LLC. James has been working in the financial industry since 2000. James is registered with the state of Colorado and Idaho and holds the Series 6, SIE, and Series 63 licenses. James is also a registered representative of Allstate Financial Services, LLC.
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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CO
07/13/2018 - Present
Allstate Financial Services, LLC (Fort Collins CO)
CO
10/16/2000 - 06/05/2017
ALLSTATE FINANCIAL SERVICES, LLC (FORT COLLINS CO)
BC
Issued 10/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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