Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Ottomano is a financial professional with over 20 years of experience in the financial services industry. James is currently registered with Allstate Financial Services, LLC in Pennsylvania. He holds Series 6, Series 63 and SIE licenses. James has been with Allstate Financial Services, LLC since 2001 and has a branch office located in Maple Glen, Pennsylvania. James previously worked for Allstate Financial Services, LLC in Lincoln, Nebraska.
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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PA
01/12/2011 - Present
Allstate Financial Services, LLC (MAPLE GLEN PA)
NE
03/06/2001 - 06/30/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 04/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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