Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stewart is a financial advisor with Allstate Financial Advisors, LLC, based in Pharr, Texas. He has been in the financial industry since February 12, 2002, and has extensive experience working with clients in the insurance and investment sectors. He is licensed in Texas and North Carolina and holds various certifications including Certified Financial Planner and Chartered Financial Consultant. Jeffrey Stewart has previously worked with ALLSTATE FINANCIAL SERVICES, LLC, ALLSTATE DISTRIBUTORS, L.L.C., and WORLD GROUP SECURITIES, INC.. He is currently active with Allstate Financial Advisors, LLC and is registered with FINRA.
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.
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Third party advisory fees
1
2
TX
03/06/2024 - Present
Allstate Financial Advisors, LLC (Pharr TX)
NE
08/04/2014 - 10/25/2023
ALLSTATE FINANCIAL SERVICES, LLC (Lincoln NE)
IL
05/12/2009 - 12/31/2018
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
UT
08/05/2003 - 05/14/2009
ALLSTATE FINANCIAL SERVICES, LLC (MURRAY UT)
GA
04/12/2002 - 08/08/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/04/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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