Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daniel Cato is a financial advisor with over 15 years of experience in the financial services industry. Jeffrey is currently registered with Allstate Financial Services, LLC and is licensed to conduct business in Florida.
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
FL
09/01/2010 - Present
Allstate Financial Services, LLC (Fort Lauderdale FL)
IL
07/25/2008 - 06/04/2010
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
FL
11/02/2006 - 03/31/2008
1717 CAPITAL MANAGEMENT COMPANY (BOCA RATON FL)
FL
11/17/2004 - 11/29/2006
NATIONWIDE SECURITIES, INC. (BOCA RATON FL)
IL
06/04/2004 - 07/07/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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