Unclaimed
James Monroe Shortridge is a registered representative in Oklahoma with Allstate Financial Services, LLC. James has been in the financial industry since June 2012. James holds the Series 6, Series 63 and SIE licenses. The firm's main office is located in Edmond, Oklahoma.
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
OK
06/26/2012 - Present
Allstate Financial Services, LLC (Edmond OK)
BC
Issued 07/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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