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James Leray samuels O'Neal

Allstate Financial Services, LLC

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About James Leray samuels O'Neal

James O'Neal is a financial professional registered in Georgia and South Carolina. He is currently employed by Allstate Financial Services, LLC and has been in the industry since 2013. James has earned his Series 6, Series 63, and SIE licenses and has experience with investment company products and variable contracts. James has previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company.

Firm Information

James O'Neal 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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James O'Neal’s Registration & Firm History

GA

02/14/2015 - Present

Allstate Financial Services, LLC (Augusta GA)

MA

05/25/1994 - 10/31/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/25/1994 - 10/31/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Leray samuels O'Neal.
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