Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Alan Martin is a financial professional with over 20 years of experience in the industry. Jeff is currently registered with Allstate Financial Services, LLC and has been with the firm since July 2013. Prior to that, Jeff was registered with Mutual Trust Co. of America Securities from October 2008 to July 2013. Jeff holds a Series 6, Series 63 and SIE license. Jeff is registered in 15 states.
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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2
CO
07/31/2013 - Present
Allstate Financial Services, LLC (Parker CO)
CO
10/29/2008 - 07/11/2013
MUTUAL TRUST CO. OF AMERICA SECURITIES (DENVER CO)
CT
12/01/2004 - 12/10/2007
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CO
07/24/2001 - 12/02/2003
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BC
Issued 10/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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