Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Swank is a financial advisor with Allstate Financial Services, LLC and has been in the industry since 2012. Jeffrey holds Series 6 and 63 licenses, as well as the SIE exam. Jeffrey is registered with the state of Oregon since September 2012 and with California since December 2014. Jeffrey is an experienced financial advisor who can help clients with their financial needs.
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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OR
08/21/2012 - Present
Allstate Financial Services, LLC (COOS BAY OR)
BC
Issued 08/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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